UK Health Radio Podcast
UK Health Radio Podcast
97: Saving with Steve with Steve Sexton - Episode 97
97: Saving with Steve with Steve Sexton - Episode 97
97: Saving with Steve with Steve Sexton - Episode 97
Saturday 12th April 2025
Steve Sexton and Elizabeth Bafardi discuss Roth conversions, tax implications, and practical financial advice for a secure future.
46 minutes
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Mindfulness & Emotional Wellbeing
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Get the buttons here!Unlocking Financial Freedom with Steve Sexton and Elizabeth Bafardi
Episode Overview
- Understand the differences between Roth contributions and conversions.
- Ensure you have cash available to pay taxes on Roth conversions.
- Consider tax efficiency when choosing investments for your Roth account.
- Explore the benefits of qualified charitable distributions.
- Plan for required minimum distributions (RMDs) to avoid penalties.
A Roth conversion is different than a Roth contribution. Two very different things.
Money can be a tricky subject, but Steve Sexton makes it a lot easier to understand in this episode of 'Saving with Steve'. Steve dives into the nitty-gritty of financial issues that could be costing you thousands and keeping you up at night. With special guest Elizabeth Bafardi, a certified financial planner and public accountant, they break down complex topics like Roth conversions in simple terms.
Elizabeth shares her journey from a tax accountant to a financial advisor and offers practical advice on managing your investments. She explains the differences between Roth contributions and conversions, and why you might want to consider one over the other. They also discuss the tax implications and the importance of having cash on hand when making conversions.
This episode is packed with valuable tips on how to make your money work for you, reduce your tax burden, and plan for a secure financial future. Whether you're just starting out or looking to fine-tune your financial strategy, you'll find plenty of useful information here. Don't miss out on the opportunity to learn from experts who genuinely care about helping you achieve financial freedom.