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Your Money, Your Wealth

This Retiree Helps Golfers Reach the Big Time - 227

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

🗓️ 25 June 2019

⏱️ 40 minutes

🧾️ Download transcript

Summary

Rick Durso tells us what his retirement hustle is like as a caddy for the Symetra golf tour, helping golfers make it to the Ladies Professional Golf Association (LPGA). Plus, Joe and Big Al answer your money questions about Roth conversions, solo 401(k) plans for the self-employed, and they get taken to task for something they said in last week’s episode on Medicare. Transcript & show notes: http://bit.ly/YMYW-227

 

Transcript

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0:00.0

Sure, you've spent plenty of time thinking about your money in retirement, but have you stopped and really considered how you're going to spend all that free time you'll have in retirement?

0:08.5

Today on Your Money Your We've got some inspiration for you.

0:11.6

Rick Derso shares what his retirement hustle is like as a caddy for the Symmetra Golf Tour, helping golfers make it to the big time of the LPGA.

0:19.3

Plus, Joe and Bigel answer your money questions about raw conversions, solo 401K plans

0:24.1

for the self-employed, and they get taken to task for something they said in last week's

0:28.4

episode on Medicare.

0:29.7

I'm producer Andy Last, and here with our guest, Rick Durso, are Joe Anderson CFP and

0:34.6

Big Al Clopine CPA.

0:37.1

Alan, it's that time of the show.

0:38.4

It's time for an exciting guest.

0:40.9

Yeah, we're doing something a little bit different in the past couple of weeks where we get

0:44.1

individuals that approached or in retirement and then they get into like something

0:49.5

completely different than what they did as a career.

0:52.2

Yeah, change of pace.

0:53.4

And so it's kind of fun to talk to folks and how they've kind of

0:56.6

created purpose in their life after their working life.

0:59.0

Yeah, we had Gid Poul on. Right. It's now a stand-up comedian.

1:01.9

That's right. We have Rick Dorso on the line.

1:04.3

Yes.

1:04.7

And he's got similar background as our buddy, Gid pool.

1:08.0

Reading his buy. It sounds like me. Right. Accounting, finance, taxes.

1:14.1

Well, hopefully he's not super boring.

...

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