Hosted by: Craig Wear Guest: Daniel Jandro, CFP®, Rothologist at Q3 Advisors 🔍 Episode Summary: In this episode, Craig Wear sits down with Daniel Jandro—aka “The Professor”—to unpack one of the biggest myths in Roth conversion planning: the belief that common financial software gets it right. If you’re using tools like eMoney, RightCapital, or even DIY spreadsheets to manage your Roth conversions, this episode is a wake-up call. Craig and Daniel walk through the limitations of major platforms...
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Hosted by: Craig Wear Guest: Daniel Jandro, CFP®, Rothologist at Q3 Advisors 🔍 Episode Summary: In this episode, Craig Wear sits down with Daniel Jandro—aka “The Professor”—to unpack one of the biggest myths in Roth conversion planning: the belief that common financial software gets it right. If you’re using tools like eMoney, RightCapital, or even DIY spreadsheets to manage your Roth conversions, this episode is a wake-up call. Craig and Daniel walk through the limitations of major platforms...
Join in to listen to Craig and Matt Blackwell discuss how to recession proof your investments. Special Guest: Matt Blackwell Schedule a call to learn more www.reliant-mgmt.com mblackwell@reliant-mgmt.com Check out my books here.
The 'What's Next?' Retirement Podcast
Hosted by: Craig Wear Guest: Daniel Jandro, CFP®, Rothologist at Q3 Advisors 🔍 Episode Summary: In this episode, Craig Wear sits down with Daniel Jandro—aka “The Professor”—to unpack one of the biggest myths in Roth conversion planning: the belief that common financial software gets it right. If you’re using tools like eMoney, RightCapital, or even DIY spreadsheets to manage your Roth conversions, this episode is a wake-up call. Craig and Daniel walk through the limitations of major platforms...
