History Lessons for the Modern Investor
History Lessons for the Modern Investor Podcast
🫤Confusing Journeys, Flopping Flashbacks & Reconsidering Roth Conversions
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🫤Confusing Journeys, Flopping Flashbacks & Reconsidering Roth Conversions

March 4th, 2024

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🗓 3 4 2024

🎙️In this episode… we march into March with an active week for economic data. 

 🕓Then it is back in time for the most successful flop of all time and what we can learn just one year after I last wrote about it. 

📫 Finally, we talk whether or not you should consider a Roth conversion strategy in 2024.

🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.

👉🏻 Reach him at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq 

History Lessons for the Modern Investor
History Lessons for the Modern Investor Podcast
Take a rollicking romp through the past and make an investment in your financial future with History Lessons for the Modern Investor.
Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. The material contained in these books are the current opinions of the author, Patrick Huey but not necessarily those of Dynamic Wealth Advisors.