'Tis The Season . . . For Roth Conversions

Released Friday, 19th November 2021

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'Tis The Season . . . For Roth Conversions

Friday, 19th November 2021

Good episode? Give it some love!

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The Roth conversion can be a great mechanism to maximize value in your retirement portfolio. Dr. Dan discusses 5 common misconceptions or Myths that he encounters around Roth conversions.

Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

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The Behavioral Wealth Podcast

The Behavioral Wealth podcast with Dr. Dan is a discussion of the behaviors that people use to tap into their ability to achieve wealth, health and happiness. Dr. Dan is a financial psychologist and he is passionate about helping others live their best lives. He is a licensed clinical psychologist and financial advisor whose focus is in the field of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in many settings including counseling centers, private practice, military clinics, and even federal prisons. Dr. Dan currently serves as the Chief of Investor Behavior at Keystone Wealth Partners.

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