Debt Elimination Before Retirement

Description – Debt is a part of life for many people, and it’s always important to manage your debt appropriately.  On this episode, David and Marty James, CPA, discuss the benefits of having cash available versus using credit, as well as the importance of having a steady income stream in retirement.  David and Marty also share about the potential benefits of doing a Roth IRA conversion in preparing for retirement. https://www.cfci.us/2025-the-final-drive