White Coat Investor Podcast

Today we're joined by Sean Mullaney, an author and CPA who presented at this year's Bogleheads conference. We dive into smart ways to manage your taxes in retirement and explore the strategies that can make a meaningful difference over the long run. Sean walks us through when Roth conversions shine, when they don't, and how tax, retirement, and estate planning all fit together. If you want to feel more prepared for the financial side of retirement, this is an episode you won't want to miss. The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Dr. Dahle and The White Coat Investor podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. Median American wealth statistic source: https://www.ubs.com/us/en/wealth-management/insights/global-wealth-report.html  Today's episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances