The conversation discusses the topic of Roth conversions and when it makes sense to do them. It also covers various factors to consider, such as current income tax bracket, time horizons, and estate planning. The hosts emphasize the importance of creating a comprehensive retirement plan and offer tips for achieving financial goals, including saving 15% annually, limiting big expenses, maximizing retirement accounts, and taking advantage of catch-up contributions. They also highlight the widening savings gap among different generations and the need for professional help in retirement planning. The conversation covers various topics related to retirement planning, including the challenges faced by the Baby Boomer generation, the shift from pensions to 401(k)s, the impact of social security on retirement, the pros and cons of robo-advisors, and wise investments for retirement savings. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/See omnystudio.com/listener for privacy information.

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