Retirement Savings: When to Take Your Foot Off the Gas - 528
Your Money, Your Wealth
Your Money, Your Wealth
2.3 • 681 Ratings
🗓️ 6 May 2025
⏱️ 34 minutes
🧾️ Download transcript
Summary
You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana today on Your Money, Your Wealth® podcast 528. Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at 57? How should Big Juan in Texas pay for college? Should he convert his TSP to Roth? Can he retire at 55 And finally, Frank and Jane Drebin in Wisconsin are 46 and 47 and wondering if their plan for retirement in 5 years is just a pipe dream.
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Timestamps:
00:00 - Intro: This Week on the YMYW Podcast
01:13 - Can I Take My Foot Off the Gas on Saving for Retirement? (Ron and Veronica, IN)
09:48 - Watch What Happens to Your 401(k) & IRA at Retirement? On YMYW TV and Download The Retirement Readiness Guide
10:43 - How to Bridge the Gap from Age 55 to Retirement Income at 57? (Scott, IL)
20:04 - How to Fund College? TSP to Roth Conversions? Retirement at 55? (Big Juan, TX)
24:45 - Calculate Your Free Financial Blueprint
25:45 - We're 46 and 47, Is Our Retirement Plan a Pipe Dream? (Frank and Jane Drebin, WI)
32:26 - Next Week on the YMYW Podcast
Transcript
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| 0:00.0 | You've been jamming money into your retirement accounts for years now. |
| 0:03.8 | When is it okay to slow down? |
| 0:06.1 | Joe and Big Al's pitfall for Ron and Veronica in Indiana. |
| 0:09.1 | Today on Your Money, Your Wealth podcast number 528. |
| 0:12.6 | And sorry, Veronica, today Joe has decided your name is Victoria. |
| 0:16.5 | Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at 57? How should Big |
| 0:22.9 | Juan in Texas pay for college? Should he convert his TSP to Roth? Can he retire at 55? That's your last |
| 0:29.1 | three for Big Juan. And finally, Frank and Jane Trebin in Wisconsin are 46 and 47. And wondering if |
| 0:35.4 | their plans for retirement in five years is just a pipe dream. |
| 0:38.7 | I'm executive producer, Andy Last, and here are the hosts of Your Monite Your Wealth, |
| 0:42.8 | Joe Anderson, CFP, and Big Al-Clobine CPA. |
| 0:46.7 | Andy, did you see we have 40 pages of questions? |
| 0:50.1 | Actually, there's probably more than that now. |
| 0:52.1 | Yeah, let's see, I have, there's 27 emails that I have not even added to your email sheet, |
| 0:58.0 | and the email sheet that you don't have is already 16 pages long. |
| 1:02.0 | So we're probably on par with like 50 pages worth of emails. |
| 1:05.0 | Oh boy, okay. |
| 1:06.0 | But I didn't give them all to you because I didn't want you to have to print an entire ream of paper. I do appreciate that. |
| 1:12.0 | Got it. |
| 1:12.3 | All right. |
| 1:13.2 | This is Ron and Victoria. |
| 1:15.0 | They're from Indiana. |
... |
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