Between Two Advisors – A Conversation with Stuart Schiffman
The Money Script
The Money Script
Between Two Advisors – A Conversation with Stuart Schiffman
Jan 26, 2024 Season 5 Episode 4
Yohance Harrison

In this episode of "Between Two Advisors," Yohance welcomes financial expert Stuart Schiffman to discuss a range of insightful discussions in the world of financial advising.  Exploring the Backdoor Roth IRA Stuart provides valuable insights into this financial strategy, breaking down its intricacies for the audience.   Stuart sheds light on the changes and implications for individuals navigating the world of retirement savings. The conversation deepens as Stuart explores the nuances associated with the backdoor strategy. Join Yohance and Stuart Schiffman as they navigate through these key topics, providing listeners with valuable insights and actionable advice in the dynamic world of financial planning. Whether you're a seasoned investor or just starting, this episode has something for everyone. 2:45 Welcome Stuart
4:30 – Exploring the Backdoor Roth IRA
14:30 – Unveiling New IRA Limits
16:00 - Nuances with Backdoor Strategy
21:00 – Quality of advice

Learn more from Stuart at : www.compoundwealthadvisors.com

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