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...
The Roth Illusion: Why Most Software Gets It Wrong
The 'What's Next?' Retirement Podcast
36 minutes
5 months ago
The Roth Illusion: Why Most Software Gets It Wrong
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...
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...
