The Money Script
Hosted by Yohance Harrison, The Money Script Podcast is your go-to resource for mastering financial literacy and aligning your money decisions with your values. Each episode explores wealth-building strategies, navigating financial challenges, and achieving your financial goals. Featuring expert guests and real-life money stories, the show delivers practical insights to help you improve your "Money Script"—the subconscious beliefs shaping your financial behavior. Whether you're a seasoned investor or just starting your financial journey, this podcast equips you with the tools to transform your relationship with money. Subscribe now and take control of your financial future!
Various factors, including changing market conditions and laws, may mean the content no longer reflects current opinions. Do not assume any information in this media replaces personalized investment advice from Money Script Wealth Mgmt. PLLC. Listeners with questions about specific issues should consult their professional advisor. Money Script, LLC is not a law firm or accounting firm; this article should not be taken as legal or accounting advice. Money Script Wealth Management, PLLC’s current written disclosure statement about our services and fees is available upon request.
The Money Script
Between Two Advisors – A Conversation with Stuart Schiffman
In this episode of The Money Script Podcast, host Yohance Harrison welcomes fellow financial advisor Stuart Schiffman to discuss the complexities of backdoor Roth IRAs, fiduciary standards, and improving the quality of financial advice. They share insights into strategies for Roth conversions, navigating tax rules like the pro-rata rule, and avoiding common mistakes with contributions. They also explore the importance of empowering clients to make informed decisions through education and transparency. Whether you’re a financial advisor or someone looking to deepen your financial literacy, this episode is packed with actionable tips and valuable insights for building financial success.
Learn more from Stuart at : www.compoundwealthadvisors.com.
Want to spend 15 minutes with one of our advisors? Please visit moneyscript.com to book a session.