2.4 • 606 Ratings
🗓️ 31 July 2024
⏱️ 48 minutes
🧾️ Download transcript
Are you ready to get answers to some BIG retirement questions?
Questions such as:
➤ What role does the equity in my home play in my retirement plan?
➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance?
➤ Are closed-end funds a good investment?
➤ How do I properly evaluate pension vs. lump-sum decisions?
Today on the show, I’m answering these questions (and more!) with my good friend, Roger Whitney.
I'm also providing an update on the Retirement Podcast Network after taking a hint from 1,000+ retirement savers.
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You'll also receive my weekly retirement newsletter :)
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***
EPISODE RESOURCES:
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Click on a timestamp to play from that location
0:00.0 | This show is a proud member of the Retirement Podcast Network. |
0:04.7 | Are you ready to get answers to some big retirement questions? |
0:08.4 | Questions like, what role does the equity in my home play in my retirement plan? |
0:12.8 | Why on earth would I do Roth conversions just to help mitigate taxes for my kids when they inherit my retirement accounts? |
0:19.5 | Are closed-end funds, a good investment, |
0:21.8 | and how do I properly evaluate pension versus lump sum decisions? Welcome to the State |
0:26.6 | Healthy podcast. I'm your host, Taylor Schulte, and today I'm answering these questions and more, |
0:31.2 | my good friend, Roger Whitney. I'm also providing an update on the Retirement Podcast Network |
0:36.1 | and what we've done with all all the feedback collected from our listeners. |
0:40.1 | To view the research and articles supporting today's episode, just head over to you staywealthy.com forward slash 222. |
0:51.1 | Two things before we get started answering questions. |
0:57.4 | Number one is a warning to you. |
1:04.5 | And number two is I want to hear what's going on with our retirement podcast network. |
1:10.3 | So number one, the warning is I started golf lessons again for our trip in November. |
1:11.2 | Oh boy. |
1:12.8 | And they're going to stick this time. |
1:17.7 | I'm committed to doing the work, although I really showed up last year. |
1:19.8 | So just FY on that. |
1:24.9 | And number two, what's going on at our retirement podcast network that we've been iterating on? |
1:25.4 | You're the mastermind of a lot of things there. |
1:45.3 | Yeah, I'm glad you brought it up, actually. Yeah, I think we touched on it briefly here on the show, I don't know what it was a couple months ago, and kind of talked about the genesis of the retirement podcast network and kind of our vision for it. And interestingly enough, and I think this happens a lot in the business world, you kind of pivot based on feedback that you get from your customers or your people or your followers, your audience. What we learned really quickly is that all of you guys, |
1:51.8 | all of our listeners, my respective show and yours, are really enjoying our weekly email that we're |
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