Are These Retirement Investment Strategies On Track? - 280

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

🗓️ 30 June 2020

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joe and Big Al take a look at an investing strategy a listener set up for his parents, and they run the numbers on their variable annuity. They also kick the tires on an early retirement plan and they discuss equity allocations in a portfolio. And since no YMYW is complete without some Roth talk, how might Roth contributions for grandkids affect college financial aid? Send in money questions and access the episode transcript and free financial resources in the podcast show notes: https://bit.ly/YMYW-280

Transcript

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0:00.0	Today on your money, your wealth, Joe and Big Al, are all about investing strategies and retirement
0:05.1	preparedness.
0:06.5	They'll take a look at a strategy a listener has set up for his parents and run the numbers
0:10.6	on their variable annuity.
0:12.2	They'll kick the tires on an early retirement plan for a couple in their 40s, and they'll
0:16.1	discuss portfolio allocations of large, medium, and small equity funds.
0:20.6	Plus, the fellows will make some suggestions you might not expect to hear on YMIW,
0:24.9	investing books and target date funds.
0:26.7	Are you kidding me?
0:27.8	And because no YMYW is complete without at least a little Roth talk,
0:32.1	they'll also touch on how Roth contributions might affect financial aid for education.
0:36.9	I'm producer Andy Last, and here are the hosts of
0:39.3	Your Money, Your Wealth, Joe Anderson, CFP, and Big Al Clopine CPA. So we got Joe writes in from Philly, and then Joe actually writes a novel.
0:51.4	Wow, this goes on pages, at least the second page.
0:54.5	No, we got a few.
0:55.6	Yeah.
0:55.8	This is called Taking Advantage.
0:57.5	Yeah, it's getting your financial plan for free on the radio.
1:00.1	That's fine.
1:01.1	Joe, that's what we're here for, brother.
1:03.8	He goes, hey, Andy, spelled right?
1:06.0	Yes, it is.
	...

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