Your Social Security Benefits, and Tax Efficient Retirement Investing

NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

Business, Education, Investing, How To

4.2 • 665 Ratings

🗓️ 1 May 2023

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Knowing how much you could get from Social Security is a big part of retirement planning (and, yes, cynical listeners — you will be getting these benefits!). To kick off this episode, Sean and Liz talk about a new tool that can help you estimate your benefits. Then Sean and Sara answer a listener’s question about tax efficient investments for retirement accounts. Need help with a money question? Call or text the Nerd hotline at 901-730-6373 or email [email protected]. You can also email us your voice memos. Timestamps: This Week in Your Money segment: 0:00 - 10:45 Money Question segment: 10:46 - 31:02 Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Prime Video brings thrilling entertainment.
0:03.0	Watch Heavyweight Detective Breacher, Season 3 included with Prime.
0:07.0	Exactly how much danger is this job putting me in.
0:10.0	Treat yourself to the lovably chaotic Bridget Jones mad about the boy available to buy.
0:15.0	Did you have sex? Did you have sex?
0:17.0	Did you have sex last night?
0:19.0	Yes! And it was amazing!
0:23.0	Whatever you're into, it's right here. Prime Video.
0:27.1	Click or tap the banner to find out more.
0:30.3	Choosing the right investments for your retirement account can be a head-spinning endeavor.
0:35.3	Do you continually tweak your investment mix or just let things ride?
0:39.8	And how do you choose between retirement accounts like 401ks and Roth IRAs?
0:44.0	Well, this episode, we will help with the help of our genius nerds. I'm Sean Piles.
1:08.8	And I'm Liz Weston. Okay, we'll get to the part where we ask our
1:12.0	listeners to send us their money questions in a bit. But first, Liz, welcome back. Hey, it's great to be
1:17.5	back. Thank you. So, Liz, you had a little eat, pray, love journey through Europe, spent a lot of time
1:23.2	in France. Do you have any profound money lessons for us now that you're back? Well, this is the
1:29.6	biggest one. Don't wait until retirement to travel and do the stuff that you want to do. I've been
1:34.6	taking paid and unpaid leaves multiple times in my career, and they are so worth doing if you can swing it.
1:42.3	That sounds lovely. Well, I am glad that you're back.
1:46.5	And listeners, just so you know what's up on our end, too, my other co-host, Sarah Rathner,
1:52.2	is about to head off on her own spiritual journey called maternity leave.
	...

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