How Should You Invest? As Always, It Depends - 239

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

🗓️ 17 September 2019

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week’s questions all revolve around what to do with your money - and everyone’s circumstances are different. What to do with a 401(k) after you retire and don’t really need the money just yet? What to do with cash in savings? Is the Papa Bear portfolio a good one? How best to save for retirement when you’re a sole proprietor AND a teacher? How to handle the basis in an s-corporation you’re closing down? Transcript, free financial resources, and show notes: http://bit.ly/YMYW-239

Transcript

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0:00.0	Today on your money, your wealth, Joe Anderson, CFP, Big Alclopine CPA, CPA, CPA,
0:06.7	continue making their way through the email inbox, answering your money questions,
0:11.1	many of which focus on what you should do with your money.
0:14.7	What do you do with a 401k once you've retired and you don't really need the money just yet?
0:18.6	What do you do with 200K or 400K cash in your savings account?
0:22.9	Is the Papa Bear portfolio a good one?
0:25.6	How do you handle the basis in an S corporation that you're closing down?
0:29.7	And how should you save for retirement when you're a sole proprietor and a teacher?
0:34.0	I'm producer Andy Last, and now's your chance to send us your questions. Go to Your Money, Your Wealth.com.
0:39.3	Scroll down and click Ask Joe and Al on air.
0:42.3	Now on with the emails with Joe Anderson CFP and Big Al Clopline CPA.
0:48.3	Let's go to Deb from San Diego.
0:50.3	Okay.
0:51.3	Hi there!
0:52.3	Oh, that's nice.
0:53.3	See, I like to do a little... You get some enthusiasm. Okay. Hi there. Oh, that's nice. See, I like to do a little...
0:56.1	Got some enthusiasm.
0:58.1	It's called a role play.
0:59.5	I'm role playing out Deb.
1:00.8	You're pretending you're Deb right now.
1:02.3	Okay.
1:02.8	Hi there.
	...

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