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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
