Time to Dial Down Risk and Do a Roth Conversion? - 232

Your Money, Your Wealth

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

2.3 • 681 Ratings

🗓️ 30 July 2019

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jonathan Clements (founder, HumbleDollar.com, former Wall Street Journal personal finance writer) on portfolio rebalancing, reducing risk and doing a Roth conversion. Plus, Joe and Big Al answer your money questions: when is the best time to get into the market? When is the best time to retire? Can you start a Roth IRA for your Dad? And should you roll your 401(k) into a traditional or Roth IRA? Finally, some YMYW compliments and complaints. Transcript & show notes: http://bit.ly/YMYW-232

Transcript

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0:00.0	Hey, before we get started today, we're giving away a $100 Amazon gift card.
0:04.5	All you've got to do to enter to win is tell me what you think.
0:07.6	I'm producer Andy Last, and it's time for my second annual Your Money, Your Wealth podcast, survey.
0:13.3	Just answer 15 questions about the YMIW podcast.
0:16.9	Do it before August 18th, and I will randomly choose the winner of the $100
0:21.4	Amazon gift card to be announced in the podcast on August 20th.
0:25.4	Head over to the podcast show notes at Your Money, yourwealth.com now for the link to
0:29.5	complete the survey.
0:30.6	And thank you for helping us to make this your favorite podcast ever and good luck.
0:35.2	Now Jonathan Clements from Humboldollar dollar dot com returns to your money your wealth today
0:39.7	with some wise suggestions for our portfolios given the current market conditions and tax laws
0:45.2	plus joe and jennerson cfp and big al clopine cpa answer your questions about roths rollovers
0:51.3	when to invest and when to retire but first jo, Joe, let's welcome Jonathan Clements.
0:55.9	He's the founder of Humboldolddollar.com,
0:58.3	former personal finance writer for the Wall Street Journal,
1:00.9	and the author of nine personal finance books,
1:03.5	including his latest, from here to financial happiness,
1:06.5	enrich your life in just 77 days.
1:09.1	Jonathan Clements, thank you so much for joining us once again.
1:12.0	Oh, thanks for having me on, Andy, Joe. It's great to be with you guys. It's been more than 77 days
1:17.8	since you've been on. And I've got to tell you, my life is fully enriched with financial happiness,
1:23.9	thanks to you. Anything I can do to make your financial life happy, Joe.
	...

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