On this episode:
- Many retirement plans fail in the first 5 years of retirement…why?
- Is an IRA-to-Roth conversion a good move for you? One article says be careful.
- How one man had to wait 5 years to settle his father’s Estate, only to find out about a big tax surprise.
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Greg Aler was born and raised in small town Ohio. College. Law School. Then off to one of the largest law firms in the world. Later, he went on to build three multi-million-dollar companies before the age of 40 – an elder care law firm, a financial services firm, and a real estate company. He is a perpetual disruptor; re-thinking and re-building industries that are too rich or too stubborn to change. Yet always, coming back to his roots and directing his companies (and his book) to fight for the people that get overlooked – hard-working everyday folks, like his parents. The other 95%-ers.
Greg has his own TV, Radio & Podcast Show—Expedition Retirement.
The only thing Greg loves more than cooking, scuba diving, boating and laughing with friends on his back porch, is being with his wife Fernanda, and three kiddos (Lilly, Lola & Louie).
