A Model Retirement Plan Spitball Analysis - 387

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 19 July 2022

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Learn how to craft a retirement plan email question that’ll get you a model retirement spitball analysis. Plus, when should you contribute to Roth IRA, and when and how much of a Roth Conversion should you do? Is it hypocritical to prioritize investment returns over your conscience and values? Joe and Big Al talk ESG, or environmental, social, and governance investing, and they evaluate a strategy to keep taxes low while helping your kids buy a house. Finally, your comments about YMYW. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bit.ly/ymyw-387

Transcript

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0:00.0	Learn how to craft a retirement plan email question that'll get you a model's fitball analysis
0:05.4	today on your money, your wealth podcast number 387.
0:09.0	Plus, when should you contribute to a Roth IRA and when and how much of a Roth conversion
0:13.8	should you do?
0:14.4	Is it hypocritical to prioritize investment returns over your conscience and values?
0:20.1	Joe and Big Al-Talk ESG investing or environmental, social, and governance investing,
0:24.6	and they evaluate a strategy to keep taxes low while helping your kids buy a house.
0:29.6	Finally, your comments about YMIW.
0:32.6	Visit Your Mono, your Wealth.com, and click Ask Joe and Big Al on air to send in your questions and comments.
0:38.9	I'm producer Andy Last, and here are the flippant and distracting hosts of Your Money, Your Wealth, Joe Anderson, CFP, and Big Al Co-Pline CPA.
0:49.0	John from Greenville, John from Greenville. Y, MIW team, John here from Greenville.
0:55.0	I grew up as an Iowa farm boy.
0:58.0	All right.
1:00.0	Regular listener, great financial info, and always hilarious.
1:06.0	Oh, thank you, John from Greenville.
1:09.0	Drive a 2006 Hyundai Santana. Sanata. Thank you, John from Greenville. Drive a 2006 Hyundai Santana.
1:12.6	Sanata.
1:13.6	Thank you.
1:14.6	Pretty close.
1:16.6	With 240 miles in drinking Natty Light.
1:20.6	Now that's that Iowa, you know.
1:23.6	Retirement spitball question.
	...

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