
businessMay 25, 202327:49pending
The Best Of Refining Retirement Podcast - Navigating a Down Market
Get every episode summarized
Each time The Best of Refining Retirement publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
Dana and Brad discuss the current state of the market and the importance of diversification. Takeaways: - Diversification is one of the best ways to fight the effects of a down market - A Strategic Roth Conversion can help you avoid paying more in taxes at a later time Download our FREE helpful resource, “What to Do in A Down Market”
Get every episode summarized
Each time The Best of Refining Retirement publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Best of Refining Retirement

The Best of Refining Retirement Podcast - Tax Changes
The Best of Refining Retirement
Dec 17, 202526:15pending

The Best of Refining Retirement Podcast - Being Diligent and Disciplined
The Best of Refining Retirement
Dec 17, 202526:03pending

The Best of Refining Retirement Podcast - Addressing Funeral Concerns
The Best of Refining Retirement
Dec 17, 202526:30pending

The Best of Refining Retirement Podcast - Medicare Confusion
The Best of Refining Retirement
Dec 17, 202526:53pending