Alex Savage
CPA and CFP who advises on advanced retirement and tax planning strategies, featured as the episode's subject-matter expert on the Mega Backdoor Roth 401(k).
Best podcasts with Alex Savage
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24 snips
Nov 12, 2025 • 28min
353. The Mega Backdoor Roth 401(k): What High-Income Earners Should Know with Alex Savage
In this discussion, Alex Savage, a seasoned CPA and CFP, dives into the Mega Backdoor Roth 401(k), a powerful strategy for high-income earners. He explains how this method allows individuals to contribute over $70,000 in after-tax dollars, contrasting it with traditional accounts. Alex also highlights who can benefit, including solopreneurs, and the importance of understanding regular versus after-tax contributions. The conversation touches on tax management in retirement, the strategy's role alongside real estate investments, and the need for expert advice when navigating these waters.
6 snips
Jul 30, 2025 • 47min
338. The Truth About Infinite Banking: What You’re Not Being Told with Alex Savage CPA, CFP
Join financial planner Alex Savage, a CPA and CFP with a rich background in insurance, as he unravels the truth behind infinite banking. He dives into what whole life insurance truly entails, dispelling myths about policy loans and their costs. Alex explains how infinite banking stacks up against traditional investments like real estate and ETFs. He emphasizes the importance of consulting unbiased financial advice tailored to personal goals, ensuring that listeners make informed decisions about their financial strategies.
