Are You Financially Ready for Retirement? - 313

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

🗓️ 16 February 2021

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

A retirement plan spitball analysis for an engineer wondering if he can afford to retire, required minimum distribution questions answered, and discussion on when to stop contributing to tax-deferred accounts, when to start Roth conversions, and a conversion strategy for someone with no income. Plus, "conversation" - not advice - about Joe's possible wallet syndrome, and a limerick and music from Paul Lemire. Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-313

Transcript

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0:00.0	Today on Your Money, Your Wealth podcast number 313, we've got a retirement spitball analysis for David the engineer and his spreadsheets.
0:08.8	We've got required minimum distribution questions answered for Karen and Dennis,
0:12.6	and the fellows discuss when Andy should stop contributing to tax deferred accounts, when rich should start Roth conversions,
0:19.9	and what the conversion strategy should be for
0:22.1	a friend of our supply chain manager friend Jeremy.
0:25.4	Plus, Kenny has health advice, or rather, conversation for Joe, and we'll wrap it all up
0:30.5	with the derails after a little entertainment from our new musician friend, Paul.
0:34.9	If you've got money, questions, comments, or entertainment to share with YMIW,
0:39.4	click the link in the description of today's episode in your podcast app to go to the show notes,
0:43.8	then click Ask Joe and Al on air. I'm producer Andy Last and here are the hosts of Your Money, Your
0:49.9	Wealth, Joe Anderson, CFP, and Big Al Clopine CPA.
0:55.9	We got a big one, Al.
0:56.5	We did.
0:57.3	It's a long name.
0:58.2	Yes, we do. We go, hi, Joe, now.
0:59.5	My name is David from Sacramento.
1:02.7	And it's black.
1:04.4	That means it's what?
1:06.7	I just bolded it so that you would actually see where his name is.
1:10.3	That's all.
1:11.2	Got it. That was for is. That's all. Got it.
1:11.9	That's with Andy.
	...

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