Craig Wear, CFP®

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After a thirty-two year career as an independent financial adviser and Certified Financial Planner™, Craig sold his practice and focuses his business interest, experiences, and efforts toward alerting savers of the large tax obligations that are built into their retirement accounts. This has birthed two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets. The tax issues are very real and a very large concern for many savers.

Joined

2022-07-22

Format

solo-host

Topics

Financial Literacy & Education, Retirement Tax Planning