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Be WealthyWhere Entrepreneurs Create Wealth Author: Brett Tanner
"Be Wealthy" is hosted by, entrepreneur, founder, investor, public speaker, and content creator Brett Tanner. In this podcast you'll hear what it means to actually be wealthy, grow and manage assets, asses risk, and most importantly - buy back your time. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Should You Convert Your 401(k) To A Roth IRA?
Monday, 20 April, 2026
Greg Herlean has raised and brokered over $650 million in hard money loansand real estate deals. He's the founder of Horizon Trust, a self-directedIRA custodian, and in this clip he breaks down the tax-free retirementstrategy that only 5% of Americans use.Brett walks through the Be Wealthy Calculator live and shows how $3,000a month compounded tax-free turns into $7 million — and why paying $50,000in tax today can save you over $1 million in retirement.If you have an old 401(k) sitting somewhere, or a traditional IRA you'vebeen ignoring, this is the conversation that changes the math on yourentire retirement.IN THIS CLIP0:00 Why every person needs a Roth retirement account0:45 How to strategically convert a traditional IRA to a Roth2:02 The $7 million math: $3K/month, 12% return, tax-free3:30 Pay $50K in taxes today, save $1M+ in retirement4:55 Running the numbers: $0 start, $1,500/month, different ages6:15 Why a Roth is for absolutely everybodyWATCH THE FULL EPISODEhttps://www.youtube.com/@bewealthybrettABOUT GREG HERLEANGreg Herlean is the founder of Horizon Trust Company, a self-directed IRAcustodian. Over his 24+ year career, he has raised and brokered over $650million in hard money loans and real estate deals. He built Horizon Trustto solve the inefficiencies he experienced firsthand when referring clientsto other trust companies.Learn more: https://www.gregherlean.com/Horizon Trust: https://www.horizontrust.com/JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go tobewealthypodcast.com and click Apply Now.GET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesSelf-Directed IRA: MaxOutRetirement.comInfinite Banking Education: SaveLikeaBank.comCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comDISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accountingadvice. This material has been prepared for informational and entertainmentpurposes only. Always consult your own tax, legal, and accounting advisorsbefore taking financial action.
