Roth vs. Pretax Retirement Accounts: Which Offers the Better Deal? | MIKE WREN - CEO, Managing Principal & Financial Advisor of Legacy Financial Strategies, LLC 00:10:00
Mike joined Legacy in 2014 as Legacy’s second CERTIFIED FINANCIAL PLANNER™ practitioner. As Legacy’s managing principal, he draws on over 23 years of experience in financial planning. Mike grew up in the New York Metropolitan area and attended Seton Hall University on a baseball scholarship. There, he’d meet his future wife Erica, a Kansas City native who was also a student athlete. He remembers buying his first stock with $50 in a teammate’s dorm room in 1999 (it didn’t go well). In retrospect, it was the spark that led him to pursue a career in financial services. The son of two middle school teachers, he’d not previously considered business or finance as a career. Instead, he studied social and behavioral science due to his lifelong interest in what makes people tick. When it became clear that professional baseball wasn’t going to work out, he found a new passion in a career that combined two of his interests while impacting the lives of others.