Heads Up Poker Podcast

Leonard Wright, a leading voice in financial planning and chair of the Personal Financial Planning Executive Committee, explains how his grandparents’ pension loss after Studebaker’s collapse inspired his mission to protect retirement security through 401k plans. With over 29 years in the industry, Wright outlines core strategies for optimizing traditional and Roth IRAs, using micro-Roth conversions, and leveraging inherited assets tax-efficiently. He emphasizes holistic financial planning, association networking, and the value of intellectual capital for long-term success. Wright also explores the transformative impact of AI and robotics on longevity and the economy, highlighting new healthcare breakthroughs and rising investment opportunities. He shares actionable insights on Safe Harbor, profit-sharing, and cash balance plans—helping professionals and business owners reduce taxes and boost retirement outcomes.   Connect with Leonard Wright! Website: https://aicpaconferences.com/b/sp/leonard-wright