Retirement Evolved With Adam & Lauren
Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet their specific needs, whether it's estate planning, taxes, 401k's, Roth IRA's, or more. Tune in and let Adam be your trusted resource for all your retirement planning needs. Join us on a journey to Evolve - Tune in Now! Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the State of Florida. Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.
Retirement Evolved With Adam & Lauren
Ep 38 - Unveiling the 5 Taboos of Financial Conversations
In this "Retirement Evolved" podcast, Adam & Lauren delve into the topic of "5 Reasons people are scared to talk about finances," providing his unique insights. These reasons include the pressure to keep up with others' financial status, limited financial literacy, societal norms discouraging discussions about personal finances, apprehension about being perceived as greedy, and concerns about privacy.
Adam also delves into Roth IRA Contribution Rules, which he refers to as "The 3 Cs": Can't, Contribute, and Convert. He explores concepts like Backdoor Roth Conversions, Age Requirements, and methods to calculate potential payments.
An unmissable segment is "Join the Conversation," where Adam addresses listener questions and provides valuable advice to address their financial concerns. Tune in for a comprehensive and enlightening exploration of these essential financial topics.
Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!