The Real Estate Success Podcast
The Real Estate Success Podcast
Podcast Description
Welcome to the Real Estate Success Podcast, where we unlock the secrets to thriving in the competitive world of real estate. If you are a REALTOR®, agent, or aspiring real estate entrepreneur, this podcast is your go-to resource for actionable insights and inspiration. Join us as we interview industry-leading realtors who share their journeys, strategies, and lessons learned on the path to success. Additionally, we dive deep into the financial keys to building and sustaining a profitable real estate business. From scaling your operations to mastering your finances, we cover the tools and techniques you need to excel.Subscribe now to level up your real estate career and join a community of ambitious professionals striving for success. Let's make your real estate dreams a reality!
Podcast Insights
Content Themes
The podcast focuses on themes such as real estate entrepreneurship, personal resilience, and financial literacy, with episode examples including a discussion on the transition from military service to real estate with Tilman Dunbar, the resilience of Greg Montie from job loss to top producer, and insights from Edwin Rodriguez on building a successful real estate brokerage. It dives deep into the personal and professional development aspects crucial for thriving in the competitive real estate market.
Welcome to the Real Estate Success Podcast, hosted by Leland Gross of PeaceLink Financial Planning. Here we unlock the secrets to thriving in the competitive world of real estate. If you are a REALTOR®, agent, or aspiring real estate entrepreneur, this podcast is your go-to resource for actionable insights and inspiration.
Join us as we interview industry-leading realtors who share their journeys, strategies, and lessons learned on the path to success. Additionally, we dive deep into the financial keys to building and sustaining a profitable real estate business. From scaling your operations to mastering your finances, we cover the tools and techniques you need to excel.
Subscribe now to level up your real estate career and join a community of ambitious professionals striving for success. Let’s make your real estate dreams a reality!
In this episode of What Works Wednesday, Cody Hawkins from PeaceLink Financial Planning explains the ins and outs of Roth conversions, especially in light of the 2026 rule change allowing federal employees and military personnel to convert TSP funds internally. Whether you're considering switching your retirement accounts or planning for future tax efficiency, this episode covers key insights to help you make informed decisions.
Key Topics:
- What is a Roth conversion and how does it work?
- The tax implications of converting pre-tax dollars to a Roth account
- When it makes sense to do a Roth conversion (timing, income levels, tax brackets)
- The new TSP rule effective 2026 allowing internal Roth conversions
- Why taxes are not automatically withheld during conversions
- Considerations for military and federal employees
- The importance of planning and running the numbers before converting
- Irreversible nature of Roth conversions and potential mistakes
- Strategic timing: low-income years, career transitions, or before retirement
- How Roth conversions can reduce required minimum distributions and create tax-free income
Resources:
Take the Financial Health Assessment at realestatesuccesspod.com
Get in touch with PeaceLink:
- Website: PeaceLink Financial Planning
- Instagram: @peacelinkfp
Disclaimer
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