Wes Moss

This week, Wes Moss, a fiduciary financial advisor and CFP®, joins the conversation to discuss crucial retirement planning tips. He warns against the risky idea of converting a Traditional IRA to a Roth IRA all at once, citing potential tax burdens. Wes also highlights the staggering amount of forgotten 401(k) accounts costing Americans billions in growth. He recommends gradual Roth conversions and shares insights on managing liquidity, Medicare implications, and the importance of diversified investments for a secure retirement.