Newsletter for the Counter-Cultural Retirement Advisor
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Issue #557  |  July 7, 2026
Greetings,
 
Welcome to this week's Advisor Training newsletter. Our goal is to provide training, education and insights for solo/independent Advisors who adhere to our client-first, counter-cultural, and sometimes counter-intuitive investment and business philosophy.
 
If you're not yet part of our AdvisorFirst Group but you'd like to learn more, you can schedule a chat with me.
THIS WEEK'S PRO-TIP
New Sldes from Capital Group
(Pro-Tip: Invest in America)
LAST WEEK's QUIZ

What is a Roth/TIRA Recharacterization?
  1. Converts one entire account type to the other.
  2. Converts this year's contributions only from one type to the other.
  3. Converts Roth/TIRA to different owner.
  4. Converts Roth/TIRA to a 401k.
  5. Converts Roth/TIRA to Non-Qualified account.
  6. There is no such thing as a 'recharacterization'.

Answer = Choice 2: Converts this year's contributions only from one type to the other.

Michael Paulding Thomas

Securities Principal & Advisor Development

 

Over three decades of training part-time and full-time financial advisors. Developed 2 $200k-earners, 10 $100k-earners, 15 part-time $50k-earners and built a $1.6M revenue sales force.

Securities offered through Innovation Partners, LLC. Member FINRA/SIPC