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.

How to Pay Taxes on Your Roth IRA Conversion
16:32
How to Pay Taxes on Your Roth IRA Conversion
Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang
20:44
Maximizing Your Medicare: Essential Tips for Open Enrollment 2024 with Expert Emily Gang
The Pro's and Con's of Doing Partial Roth Conversions
6:00
The Pro's and Con's of Doing Partial Roth Conversions
The Truth About Capital Gains and Roth Conversions
20:55
The Truth About Capital Gains and Roth Conversions
8 Tax Saving Tips For Estate Planning and Roth Conversions
9:49
8 Tax Saving Tips For Estate Planning and Roth Conversions
Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear
15:36
Medicare Open Enrollment 101: Navigating Changes with Todd Morrissey and Craig Wear
6 Critical Things to Know About RMDS and Roth Conversions
11:06
6 Critical Things to Know About RMDS and Roth Conversions
3 High-Impact Tips to Optimize Your Roth Conversion
6:16
3 High-Impact Tips to Optimize Your Roth Conversion
Don't let your CPA discourage you from converting.
29:00
Don't let your CPA discourage you from converting.
5 Crucial Things to Do Before The Year Ends for Your Roth Conversion
6:47
5 Crucial Things to Do Before The Year Ends for Your Roth Conversion
3 Critical Things to Know About Roth Conversions at Age 75
4:35
3 Critical Things to Know About Roth Conversions at Age 75
Year-End Roth Conversion Checklist: 4 Must-Do Things!
12:31
Year-End Roth Conversion Checklist: 4 Must-Do Things!
3 Vital Things to Know About Roth Conversions at Age 65
5:12
3 Vital Things to Know About Roth Conversions at Age 65
How Market Volatility Impacts Your Roth IRA Conversion
6:09
How Market Volatility Impacts Your Roth IRA Conversion
3 Common Mistakes Roth Conversion You Need to Avoid
17:18
3 Common Mistakes Roth Conversion You Need to Avoid
What do do about the 5 year rule in Roth IRAs
7:42
What do do about the 5 year rule in Roth IRAs
Optimizing Your Retirement Income with Roth Conversions
12:32
Optimizing Your Retirement Income with Roth Conversions
Optimizing Your Retirement Income
17:52
Optimizing Your Retirement Income
Roth conversion or cash value life insurance – Which is best for you?
18:24
Roth conversion or cash value life insurance – Which is best for you?
The Impact of Roth IRA Conversions on YOUR Medicare Premiums
12:04
The Impact of Roth IRA Conversions on YOUR Medicare Premiums
Understanding Withholding Taxes on Roth IRA Conversions
7:27
Understanding Withholding Taxes on Roth IRA Conversions
The Impact of Charitable Giving on Roth Conversions
9:37
The Impact of Charitable Giving on Roth Conversions
The Best Time of Year for a Roth IRA Conversion
7:22
The Best Time of Year for a Roth IRA Conversion
The Secret Way to Access Retirement Funds Penalty Free
15:14
The Secret Way to Access Retirement Funds Penalty Free
Select the Right Medicare Coverage Before It's Too Late
20:28
Select the Right Medicare Coverage Before It's Too Late
5 Costly Mistakes to Avoid in a Roth IRA Conversion
14:36
5 Costly Mistakes to Avoid in a Roth IRA Conversion
Inherited IRA Rules and Tax Strategy
6:28
Inherited IRA Rules and Tax Strategy
The Ten Year Rule – The Truth About Inherited Roth IRAs
9:10
The Ten Year Rule – The Truth About Inherited Roth IRAs
Taxation and Immigration Issues for Canadians in the US
36:49
Taxation and Immigration Issues for Canadians in the US
What is a Roth IRA Conversion and Who Should Consider It
10:19
What is a Roth IRA Conversion and Who Should Consider It