Super ROTH Strategy

Super ROTH Strategy

Author: crystalclearfinances February 28, 2026 Duration: 25:04
Join us for today's podcast as Crystal discusses the strategy of mega Roths, which allows individuals to convert their existing 401k or 403b accounts into a Roth account. She will explain the three steps involved in this process and also emphasize that this strategy is not suitable for everyone and should be considered in conjunction with a holistic financial plan.  Is the Super Roth Strategy right for you?  Tune in and find out.... You can have confidence in every financial decision! Watch us on our YouTube channel  For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Money feels like a foreign language to a lot of people, full of jargon and high-pressure decisions. The Crystal Clear Finances Podcast translates that language into plain English. Each episode takes a common financial topic-whether it's understanding your 401(k), demystifying insurance policies, or figuring out how to start investing with just a little money-and breaks it down into manageable, understandable parts. You'll hear straightforward explanations and practical advice aimed at building your confidence, not just your portfolio. This isn't about get-rich-quick schemes or dry lectures; it's about gaining the insight you need to navigate your own financial path with clarity. The goal is to replace anxiety with understanding, so the choices you make about saving, spending, and investing truly feel right for your life. Tune in for a conversation that makes business and personal finance principles accessible and directly applicable. Join host crystalclearfinances for this essential education, where every episode is designed to cut through the noise and offer genuinely useful perspective you can use immediately.
Author: Language: English Episodes: 100

The Crystal Clear Finances Podcast
Podcast Episodes
Charitable Gifting, the Gift not just for Holidays [not-audio_url] [/not-audio_url]

Duration: 20:14
Join us for today's podcst as we approach year-end and Crystal discusses Charitable Gifting, and how it can be added into your life... Tune in today! You can have Confidence for every financial decision! Watch us on our…
Investing Fundamentals [not-audio_url] [/not-audio_url]

Duration: 25:14
Join us for today's podcast as Crystal discusses Investing Fundamentals, whether you are new to investing or want a refresher, tune in today! You can have Confidence for every financial decision! Watch us on our YouTube…
P.E.M. Personal Economic Model Part 3 Your Tax Filter [not-audio_url] [/not-audio_url]

Duration: 29:53
Join us for today's podcast, Part 3 of the series, P.E.M, Your Tax Filter You can have Confidence for every financial decision! Watch us on our YouTube channel Find out more on our website at http://crystalclearfinances.…
Part 2 of P.E.M   Interview with James Blanton Co-Founder of PEM Life [not-audio_url] [/not-audio_url]

Duration: 48:22
Join us for today's podcast, Part 2 in the series, as Crystal interviews James Blanton Managing Director and Co-Founder of PEM Life You can have Confidence for every financial decision! Watch us on our YouTube channel Fi…
#1 Top Conversation, Personal Economic Model [not-audio_url] [/not-audio_url]

Duration: 26:33
Join us for today's podcast, the last one of the series, as Crystal shares her #1 Top Conversation from the last 25 years, Personal Economic Model You can have Confidence for every financial decision! Watch us on our You…
Three Components to a Financial Plan [not-audio_url] [/not-audio_url]

Duration: 33:20
Join us for today's podcast as Crystal counts down the Top 10 Conversations, coming in at #2 Three Components of a Financial Plan You can have Confidence for every financial decision! Watch us on our YouTube channel Find…
Core Beliefs, Taxes and The Market [not-audio_url] [/not-audio_url]

Duration: 17:50
Join us for today's podcast as Crystal shares her #3 Top Conversation, Core Beliefs -Taxes and The Market. You can have Confidence for every financial decision! Watch us on our YouTube channel Find out more on our websit…
Family Legacy [not-audio_url] [/not-audio_url]

Duration: 29:09
Join us for today's podcast as Crystal finishes counting down the Top 10 Conversations, to #4 Family Legacy, what do you want yours to look like? What do you want to be remembered for? You can have Confidence for every f…