How to Choose Your Pension Options and Retirement Withdrawal Strategy - 307

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

🗓️ 5 January 2021

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this first YMYW episode of 2021, Joe and Big Al go over estate planning strategies for CFP® candidate/Redditor Nate in SC, they do a spitball analysis for John in TN who wants to retire early, a retirement withdrawal and 529 plan strategy for Ace in TX, and a breakdown of pension options for James in AZ - after Big Al figures out how to work his HP12C financial calculator. Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-307

Transcript

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0:00.0	Welcome to 2021. We're kicking it off with Your Money, Your Wealth podcast episode number 307,
0:06.4	where Joe and Big Al go over some estate planning strategies for CFP candidate and Redditor Nate in South Carolina.
0:13.4	They do a spitball analysis for John in Tennessee who wants to retire early,
0:17.4	a retirement withdrawal and 529 education savings strategy for Ace in Texas, and a breakdown
0:22.9	of pension options for James in Arizona. After Big Al figures out how to work his HP12C financial
0:29.2	calculator, click the link in the description of today's episode in your podcast app to go to the
0:33.4	podcast show notes. You see that big Ask Joe and Al on air banner? Avail yourself of that if you've got money questions of your own.
0:40.9	I'm producer Andy Last, and here are the hosts of your money, your wealth,
0:45.2	Joe Anderson, CFP, and Big Al Clopine CPA.
0:49.6	I'm not feeling confident this weekend.
0:52.4	Why is that?
0:54.3	You know, my prep for this show is...
0:57.1	I know, it's limited.
0:59.3	Is it less than normal?
1:00.6	Wait, what prep?
1:01.7	Negative time?
1:02.4	Well, it's about seven seconds.
1:04.4	Yeah.
1:04.6	I just print out a bunch of email questions that Annie puts together for us.
1:09.1	Sure.
1:09.4	I go in the studio.
1:10.4	Okay.
	...

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