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Craig Wear

Certified Financial Planner™

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.

Rothology™ combines the art and science of financial planning to transition American families toward the goal of a tax-free future without buying financial products or changing advisors.

On a personal note, Craig and his wife travel and live full-time in their motorcoach to experience the great places and people across America.

April 13, 2023

79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear

In this episode, Jim Maffuccio and Ben Fraser are joined by guest Craig Wear, a Certified Financial Planner™ with 32+ years of experience and the author of two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversi...

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