Can You Shorten Your Working Years? - 447

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 September 2023

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Can Sven and Olga in Minnesota shorten their working years? Should PJ in Michigan take his pension lump sum or the annuity payments, and should he maintain an aggressive asset allocation in retirement? Plus, the fellas spitball early retirement strategies for Joe in Massachusetts and Nick in California, and they discuss how to tell the difference between post-tax contributions and pre-tax funds converted to Roth at tax time for Victor.

Timestamps:

00:45 - Can We Shorten Our Working Years? (Sven & Olga, MN)
07:50 - Pension Lump Sum or Annuity? Aggressive Asset Allocation in Retirement? (PJ, Michigan)
23:31 - Can We Retire at Ages 55 and 52? (Joe, MA)
29:54 - Help Me Spitball Some Retirement Goals (Nick, CA)
35:07 - Post-Tax Contributions and Pre-Tax Funds Converted: How to Tell the Difference? (Victor)
39:40 - The Derails

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Episode Transcript
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Transcript

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0:00.0	Can Sven and Olga in Minnesota retire early? Should PJ and Michigan take his pension lump sum or the annuity payments?
0:07.4	And should he maintain an aggressive asset allocation in retirement? That's today on Your Money, Your Wealth podcast number 447.
0:15.1	Plus, the fellow spitball retirement strategies for Joe in Massachusetts and Nick in California,
0:19.9	and they discuss how to tell the
0:21.6	difference between post-tax contributions and pre-tax funds converted to Roth at tax time for Victor.
0:27.8	If you've got money questions or want a retirement spitball analysis of your own, go to
0:32.3	Your Money, yourwealth.com, click Ask Joe and Big Al on air and send in your details.
0:37.3	I'm producer Andy Last, and here are the hosts of your money, your wealth,
0:41.0	Joy Anderson, CFP, and Big Al Clopine CPA.
0:44.8	Let's see.
0:45.7	Let's start with Sven and Olga from the homeland.
0:49.3	Minnesota.
0:50.3	How about that?
0:51.0	Dear Joe, Big Al, Andy, I enjoy listening to your show while walking.
0:55.1	After finding your podcasts, I have significantly reduced my listening of true crime,
1:00.7	which has greatly put my husband at ease.
1:03.9	Wow.
1:04.5	No more crime mysteries, huh?
1:06.1	Your money or wealth.
1:07.2	All right.
1:07.5	And I find YMYW informative, funny.
1:10.1	And although Joe is a little arrogant,
	...

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