Working After Retirement and Wealth Gifting Strategies - 390

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

🗓️ 9 August 2022

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

When you retire and when you actually stop working may be two different things. How can you get a raise when you’re working for a startup in retirement? Should you do Roth conversions before or after you quit working? Plus, find out what Joe and Big Al think about a 529 and series I bond gifting strategy, and using whole life insurance to transfer wealth to the kids. Show notes, free financial resources, the YMYW podcast survey, and Ask Joe & Big Al On Air: https://bit.ly/ymyw-390

Transcript

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0:00.0	Your chance at a $100 Amazon E gift card is waiting for you in the podcast show notes at
0:05.8	Your Money, Your Wealth.com. Answer 17 questions in the fifth annual YMIW podcast survey, and you're
0:13.4	entered to win. Click the link in the description of today's episode in your podcast app to go to
0:17.5	the show notes and access the survey and the secret password.
0:21.3	Legitimate, complete entries with honest opinions about what would make your money,
0:26.0	your wealth, your favorite, funniest, top, best personal finance podcast will be in the running for the hundred bucks.
0:33.0	U.S. residents only, no purchase necessary, survey and giveaway close, and winner chosen at 4 p.m. Pacific
0:39.5	time on August 31st, 2022. Now, today on Your Money, Your Wealth podcast number 390, when you retire
0:47.7	and when you actually stop working, maybe two completely different things. How can you get a raise
0:53.5	when you're working for a startup in retirement?
0:56.0	And should you do Roth conversions before or after you quit working?
0:59.9	Plus, find out what Joe and Big Al think about a 529 and I bond gifting strategy
1:04.6	and using whole life insurance to transfer wealth to the kids.
1:08.3	I'm producer Andy Last and here are the hosts of your money,
1:11.3	your wealth, Joe Anderson, CFP and Big Al Clopine CPA.
1:17.2	Hi, Joe Al. Andy. Why is Andy Owls last?
1:21.5	But I'm so bad words. That's Sandy's last name by the way. Andy Last. Andy Last.
1:27.2	Andy Last. That's why she's name, by the way. Andy Last. Andy Last.
1:28.2	That's why she's last.
1:30.5	Second time, long time.
1:32.0	Drive at 2022 Outback in a 2016, Class B.
1:35.7	Drink wine and fruity brews.
	...

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