Zebra Smash - Real Financial Planners | Real Conversations

Zebra Smash - Real Financial Planners | Real Conversations


Episode 78 - NAPFA South Region Symposium Recap with Steve Wykoff

March 21, 2019

Steve Wykoff joins us in answering the age-old question, "Is there really anything new to say about Roth conversions?"  As it turns out, there is.  Listen in as we uncover this revelation, along with several others as we recap the 2019 NAPFA...