Join us for the 5-Day Wealth Workshop and learn how to apply what you’ve heard on the show. Sign up here ⬇️ How does the buy, borrow, die strategy actually work for someone making six figures?
Should you split your 401k contributions between Roth and Traditional — and by how much? On Part 2 of Ask an Advisor, Carter and George answer the real investing questions their workshop clients and wealth weekend attendees have been asking.
No fluff. No oversimplification.
Just expert-level answers in real time from two advisors who work with these strategies every single day. This episode covers the buy, borrow, die strategy, brokerage account borrowing, the Roth vs Traditional 401k split, real estate vs REITs, and a masterclass on your four options for rolling over an old employer 401k.
If you've ever had money sitting in an old retirement account and had no idea what to do with it — this episode is the one!
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