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Craig Wear, CFP® @UCgfsINjw2EKu9FpyY69Es7Q@youtube.com

7.8K subscribers

After a thirty-two year career as an independent financial a


04:14
The One Thing Holding Your Roth Conversion
04:19
Why Most IRA Millionaires Lose Big to Taxes
04:24
How To Avoid A Huge Tax Disaster With Your IRA
03:05
This Retirement Mistake Can Cost You Millions
14:53
Watch This Before Starting Your Roth Conversion in 2025
10:59
Will Your Roth Conversion Raise Your Medicare Premiums?
03:53
When Will Your Roth Conversion Pay For Itself
05:18
Everything you NEED to know about RMDs
03:40
If You’re Retiring in the Next 5 Years You NEED to Watch This
06:41
This Tax Rule Will Save You Millions
08:41
The Retirement Tax Trap YOU Must Avoid
05:57
Easy Tips For Roth Conversions In A DOWN Market!
08:43
The #1 Thing You're Forgetting to Do When Planning Your Retirement and Charitable Giving
14:28
How Financial Software Gets It Wrong
11:29
How to calculate your RMDs
35:31
Why Most Financial Software Gets It Wrong
17:36
How to pay for your retirement
13:57
Your Financial Advisor is Wrong
13:44
The Truth About Cash Value Life Insurance
19:53
Is it too late to do a Roth Conversion?
13:34
The #1 Retirement Risk You Can't Ignore TODAY
16:09
Is Now the Best Time for a Roth Conversion?
09:13
How to Pay Taxes on Your Roth IRA Conversion in 2025
07:22
Focusing on Your 401K is a BIG MISTAKE
07:32
This IRS Penalty Can Cost You Millions! How To Avoid It
10:53
This Will Cost $200k – You Need To Do This IRA Move
14:02
8 COSTLY Mistakes Using AI For Your Finances
06:42
Start Your Roth Conversion is NOW– Long Term Care Planning
05:34
Watch This Video Before Hiring a Financial Advisor
06:49
Fees Are Quietly KILLING Your Retirement
05:24
Don't Let This Mistake Cost You Your Retirement
19:32
Trump's Tax Policies Impact on Your Retirement Planning. A CFP Explains
10:15
DON'T WAIT To Pay YOUR Taxes
03:17
Don't Waste Anymore Time To Do Your Roth Conversion
10:08
Save over $1 Million in taxes with Roth Conversions
11:50
Are Multi Year Roth Conversions Better for You - The Truth
16:32
How to Pay Taxes on Your Roth IRA Conversion
20:44
Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang
06:00
The Pro's and Con's of Doing Partial Roth Conversions
20:55
The Truth About Capital Gains and Roth Conversions
09:49
8 Tax Saving Tips For Estate Planning and Roth Conversions
15:36
Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear
11:06
6 Critical Things to Know About RMDS and Roth Conversions
06:16
3 High-Impact Tips to Optimize Your Roth Conversion
29:00
Don't let your CPA discourage you from converting.
06:47
5 Crucial Things to Do Before The Year Ends for Your Roth Conversion
04:35
3 Critical Things to Know About Roth Conversions at Age 75
12:31
Year-End Roth Conversion Checklist: 4 Must-Do Things!
05:12
3 Vital Things to Know About Roth Conversions at Age 65
06:09
How Market Volatility Impacts Your Roth IRA Conversion
17:18
3 Common Mistakes Roth Conversion You Need to Avoid
07:42
What do do about the 5 year rule in Roth IRAs
12:32
Optimizing Your Retirement Income with Roth Conversions
18:24
Roth conversion or cash value life insurance – Which is best for you?
12:04
The Impact of Roth IRA Conversions on YOUR Medicare Premiums
07:27
Understanding Withholding Taxes on Roth IRA Conversions
09:37
The Impact of Charitable Giving on Roth Conversions
07:22
The Best Time of Year for a Roth IRA Conversion
15:14
The Secret Way to Access Retirement Funds Penalty Free
20:28
Select the Right Medicare Coverage Before It's Too Late