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17min chapter
501 | It ALL worked. ALL of it. | Connie
ChooseFI
Optimizing Taxes, Roth Conversions, and Travel Rewards
The chapter delves into managing income levels to optimize taxes and healthcare benefits by navigating Medicaid eligibility and using Roth conversions. It also discusses the benefits of donating appreciated stock and leveraging travel rewards to secure free flights and travel upgrades, including a memorable trip to Europe with her daughters. The speaker shares insights on booking business class flights with travel rewards and highlights resources like Points Yeah and local ChooseFI groups for maximizing travel rewards and finding great deals.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode