How To Retire Early and 7 Retirement Rules For Anyone Over 50 - 102

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

🗓️ 13 February 2017

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

How to retire early - like, really early - and real estate investing with Andrew Fiebert from the Listen Money Matters podcast, Seven Essential Retirement Rules for Anyone Over 50, and Joe and Big Al answer emails about target date funds, making the most of your pension income, buying Mom’s house rather than inheriting it and determining capital gains on the sale of a rental. Original air date February 4, 2017. Note that content may be outdated as rules and regulations have changed.

00:00 - Intro
00:50 - Department of Labor Fiduciary Rule: What It Means for You
10:48 - 7 Retirement Rules For Anyone Over 50
30:32 - Stocks, Bonds and Cash: How to Allocate Pension Income Assets
36:50 - How to Retire Early, with Andrew Fiebert from Listen Money Matters podcast
47:31 - Real Estate Investing Tips
51:18 - How to Manage Mom's Financial Assets and Tax Planning
56:08 - How can I determine capital gains tax from the sale of a rental property?
01:02:15 - What do you think about target date funds?

Transcript

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0:00.0	How to retire early. Like really early. What, if anything, the news about the Department of Labor fiduciary rule means to you?
0:07.6	And why Joe hates target date funds. This is Your Money, your wealth.
0:13.3	Today on Your Money Your Wealth, Joe and Big Al talk to the Listen Money Matters podcasts, Andrew, about real estate and retiring well before age 65.
0:22.9	You know Big Al's got a list for you, and today it's the seven essential retirement rules
0:27.3	for anyone over 50, and the fellas answer emails about target date funds, making the most of
0:32.8	your pension income, buying mom's house rather than inheriting it, and determining capital gains on the
0:38.4	sale of a rental. Oh, and you'll find out why Joe's socks may be creating a conflict of
0:43.7	interest. Here are certified financial planner Joe Anderson and CPA Big Al Clopine.
0:50.2	Hey, welcome to the show. Lots of things to discuss. Breaking news. I'm going right into this, Alan.
0:57.4	Okay, I can't wait.
0:58.8	You know, it's funny how a year, it's shocking how quickly things can change.
1:04.6	Yes.
1:05.6	And our industry is the financial services industry.
1:08.6	And Friday, I'm not sure if you've heard this,
1:12.1	but President Trump wrote another executive order.
1:16.0	Okay.
1:16.5	And so things, and as you know, now the Dow Jones is up 20,000,
1:20.9	and everyone's all excited.
1:22.6	The market is extremely excited
1:24.4	because we're going to roll back a lot of regulation apparently.
1:28.2	Right.
1:28.7	And we've been talking about the DOL fiduciary rule for quite some time since it's, what,
	...

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