Roth Conversions Explained: Save Thousands in Retirement Taxes

Roth Conversions Explained: Save Thousands in Retirement Taxes

| July 07, 2026

Roth Conversions Explained: Save Thousands in Retirement Taxes

Nick Hopwood, CFP®, and Jim Pilat, CFP®, join host Ryan Ermanni on the latest episode of The No Lazy Money Showon WJR to discuss Roth conversions, retirement planning, mortgage payoff strategies, investing, and the latest SpaceX news. They also share a practical midyear financial review with tips to help you evaluate your portfolio, reduce taxes, and stay on track toward your long term financial goals. If you are looking for expert financial planning advice and retirement strategies, this episode is packed with timely insights you can use.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind

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