High Income Tax Strategies, Selling a House to Invest in the S&P 500, and Converting $100K to a Roth IRA (Money Q&A)
The Personal Finance Podcast · 2026-05-27 · 1h 15m
Episode notes
Eight questions. Eight real financial situations. Eight answers that might change the way you think about your money. Join Andrew's FREE Masterclass The Portfolio Pyramid: What You'll Learn in This Episode How a new US resident with $1.5M should restructure for American retirement accounts How to automate your finances when your income changes every month Should you sell your home and invest the equity in 2026? Why taxes hit harder above $250K and what to do about it The tax order high earners should follow to save six figures a year The simplest way to convert $100K from traditional IRA to Roth without a huge tax bill The AI voice scam targeting one in four Americans right now Start Here Join the community built to help you master your money, stay accountable, and reach financial freedom. Try Master Money Academy FREE for 7 days today! Join Andrew’s FREE Investing for Beginners Masterclass Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here !