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What Works Wednesday With Brendan Frazier

The Perfect RIA

00:00

Roth Conversion

It's not about the roth conversion. It's more about, what does the accumulation of wealth do? What is it that they want from more money? Right? So it's all you almost have to take a or not almost. I think one thing that advisers really have to be careful of here, and i love your thoughts on this. Like, how do we tie it back to what they actually care about? Ye, because it's not about, no matter what you think, no matr wha, i looks lie. And i'll eave to take it a step further. T's not even about accumulating more wealth. It's not about having more money.

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