Xero Gravity: Big Wins & Massive Fails

Here’s to retiring in a good place — figuratively and literally. On Xero Gravity #33, we’ll help you with the former. Starting with a Roth 401(k) and Roth IRA  — it can happen sooner than you thought. With innovative new legislation and an arsenal of instruments to ensure small business owners make the right types of investments, today is a great day to get inspired to put your future finances on the right path. Rochelle Odessor, Vice President of Madison Planning Group, and Justin Follmer, MBA, from Coastal Wealth Advisors, catch up with us for a deep dive into the retirement details. So tune in for powerful portfolio advice. And get a jump on sipping coconut cocktails alongside crystal clear, blue waters, or chopping firewood accompanied by a front yard view that stretches beyond the horizon.