Myth Busting! (3 Common Financial Myths)

Myth Busting! (3 Common Financial Myths)

Learn 3 common myths that I hear regularly as a financial planner.

Roth Conversion Myth

First myth relates to Roth conversions.

401(k) vs. IRA Myth

Second myth relates to retiring early and keeping your 401(k) at your employer vs. moving to an IRA.

IRA Penalty?

Third myth relates to paying an Advisor from your IRA and getting penalized.

Thank You

Thank you for watching and I hope you have a blessed day!

– Kaleb Paddock, CFP®

Watch the Video Below

You can watch the video below or click here to watch on my YouTube Channel.

Learn More

You can learn more about Ten Talents and Kaleb, a financial planner based in Parker, Colorado, here. Kaleb can be reached at (720) 710-0939 or kaleb@tentalentsfp.com.

Hi, I’m Kaleb. I’m the Founder of Ten Talents. I’m blessed to be regularly featured in CNBC, MONEY, and Business Insider personal finance articles. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional based in Parker, Colorado and I’m a fiduciary and fee-only advisor.

Put simply, this means that I don’t sell you financial products, I act in your best interest at all times, and my pricing is clear and easy to understand.

My Client are Eyeing Retirement Decisions

My clients are eyeing retirement decisions, often work at technology companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).

I love bringing confidence and clarity to your financial situation and I’m passionate about helping you take control of your financial future.

You can learn more about me and Ten Talents by visiting my website: www.tentalentsfp.com.

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