Earn & Invest · Jordan Grumet (Doc G)

674. Are We Roth Crazy? w/ Sean Mullaney

·51 min·4 clips
Sean Mullaney explains how to escape 'money jail' and access retirement funds early without penalties.
Sean Mullaney, a CPA and financial planner, discusses tax planning strategies for financial independence, challenging common fears about Roth conversions, RMDs, and retirement taxes. He provides actionable advice on accumulation and drawdown phases, emphasizing optimism and practical steps over excessive worry.

As heard by us

A focused tax-and-drawdown conversation that turns retirement-planning mechanics into concrete early-retirement choices.

The episode stays tightly on taxes, drawdown strategy, and the worry of being stuck with retirement money before the usual rules allow access.

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Why you'd press play

If tax strategy keeps you awake, this one gets specific fast.

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