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Your Money, Your Wealth

Seven Secrets for a Happy, Successful Retirement with Jan Cullinane - 158

Your Money, Your Wealth

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3681 Ratings

🗓️ 7 March 2018

⏱️ 38 minutes

🧾️ Download transcript

Summary

Best-selling author, retirement expert and fluent backward-speaker Jan Cullinane lets us in on how many of the Seven Secrets for a Happy, Successful Retirement have to do with money - and how many don’t. And you won’t have to understand backward speak to get it! Big Al’s got a whole new mindset for happiness after visiting South America, why it might be a mistake to get married later in life - or at all if you’re Joe - and the fellas discuss a gentleman who finds himself bored after early retirement. Show notes and transcript: http://bit.ly/YMYW-158

Transcript

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0:00.0

My question is more of a strategy question, I guess.

0:03.6

When I wanted to retire and preserve my capital, I wanted to invest an option.

0:10.0

I'd like to get some information, if I can, regarding donor advised funds.

0:14.6

Now I have a whole bunch of money in my IRA that when I turn 70 and a half, it's going to kill me.

0:20.0

How do I know how much money to move

0:22.1

into a Roth? Your Money, Your Wealth, listeners, it's your turn. If you've got a burning money

0:27.2

question, call 888-994-6257 for your chance to have Joe and Big Al answer it live during

0:34.2

your money, your wealth, whether it's about retirement, investing, social security,

0:38.3

taxes, or preparing your portfolio for the inevitable market volatility, there's a pretty good

0:43.1

chance these fellows can give you the insight that will help you make better money moves. That number

0:47.3

again is 888-994-6257, 888-994-6257 for your chance to have your question answered live on your money, your wealth.

0:57.6

And now some important thoughts from today's guest.

1:00.2

Listen carefully.

1:01.3

Can I add it where I rub the com, Ruffkin?

1:03.1

I know you're lost.

1:04.9

I saw a tall phone off.

1:07.9

I know.

1:08.8

It really sounds like gobbledy-goff.

1:15.6

It is so cool. That's about as much understanding when I was in Chile, trying to speak Spanish. That's best-selling author, retirement expert, and fluid backwards speaker, Jan Cullinane. Find out what the heck she just said today on the happiness episode of Your Money, Your Wealth. Jan will let us in on how many of the seven secrets for a happy, successful retirement

1:31.3

have to do with money and how many don't.

1:33.3

And you won't have to understand backwards speak to get it.

1:36.3

Plus, Big Al's got a whole new mindset for happiness after visiting South America,

...

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