Organizing Your Retirement Options
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 22 November 2006
⏱️ 26 minutes
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Summary
Transcript
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| 0:00.0 | It's Brian Preston, the money guy, restoring order to your financial chaos with |
| 0:07.6 | tirement, investing, taxes. You've got financial questions. He's got financial |
| 0:13.0 | answers. It's Brian Preston, the money guy. |
| 0:16.9 | It's November 22nd, the day before Thanksgiving. I want to thank you guys for |
| 0:21.3 | tuning in today. I don't know if you're going to get this podcast before Thanksgiving, |
| 0:25.2 | but we do have a special episode today and I've got even some special tips to tell |
| 0:29.2 | you how to save money for the after Thanksgiving specials out there, Black Friday. |
| 0:34.7 | So, hang around for the whole show and I'll give you those tips on things that I have |
| 0:38.8 | learned to do to avoid the huge lines as well as those door buster specials and see |
| 0:44.6 | what we can do to save you some money. I also want to tell you that we've got some |
| 0:48.7 | exciting things to talk about on today's show. We're going to talk about, I have gotten |
| 0:52.7 | the emails from you guys asking, how in the world do I know which retirement option |
| 0:58.4 | I should choose, whether it's the Regal 401k, whether it's the Roth 401k, right, |
| 1:04.0 | traditional IRAs, Roth IRAs, what are the limitations? When should I use them? I have |
| 1:09.8 | heard your cries for help and I'm going to help you on today's show and I think this |
| 1:13.8 | is going to be very much an important thing on helping you to to prioritize how you're |
| 1:19.1 | going to save for your money because remember what we've talked about in the last podcast |
| 1:25.5 | we did which was titled Retirement in Crisis is that a lot of your retirement now falls |
| 1:31.9 | upon your shoulders. You are the one that's responsible for making sure you save enough |
| 1:36.2 | money and now we're going to give you the tools to make sure you're doing it the right |
| 1:39.7 | way. Now, before we get into the Financial Chaos topic which is organizing your retirement |
| 1:44.3 | options, let's just remind you what we're here for. This is the Money Got Podcast. We |
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