Retire With Purpose - The Retirement Podcast · Casey Weade
More Control, Less Surprise: A Real Retirement Tax Wake-Up Call
July 4, 2025·23 min·2 clips
Fritz Gilbert's biggest retirement surprise: aggressive Roth conversions barely dented his tax-deferred balance despite seven years of effort.
As heard by us
A practical look at how market gains can outpace a retirement tax plan.
Retirement planning is treated here as a matter of keeping tax surprises from setting the pace. Casey and Fritz Gilbert return to Fritz Gilbert's biggest retirement surprise: Roth conversions have not moved the needle as much as hoped when market returns keep compounding and the…
Why you'd press play
Why your Roth conversions may not lower the future tax bite as much as you hoped.
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