How To Retire ASAP - And Where To Save To Get There - 505 Your Money, Your Wealth podcast

Innehåll tillhandahållet av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Your Money, Your Wealth »
How to Retire ASAP - and Where to Save to Get There - 505

2d ago 31:54

Dela

MP3•Episod hem

Ricochet J in Colorado and her husband want to retire as soon as humanly possible. Are they on track? Should they save their surplus funds to a brokerage account or a solo 401(k)? That’s today on Your Money, Your Wealth® podcast 505 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Micah in South Dakota wonders whether having a $40,000 a year pension is basically the same as having a million dollars in bonds, according to the four percent rule. What do Joe and Big Al think? Barney and Betty will be in the 12% or 22% marginal tax bracket, but their effective tax rate will only be between 10% and 12.4%, so how much should they convert to Roth? Are they asking the right question? And finally, Joe and Big Al spitball on ways to ensure that Amir in New Mexico has the maximum possible retirement income to last him to age 90 or 95. Access all the free financial resources and the episode transcript: https://bit.ly/ymyw-505

DOWNLOAD The Complete Roth Papers Package for free

WATCH Your 11-Step Path to Financial Freedom on YMYW TV

CALCULATE your free Financial Blueprint

REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis

SCHEDULE: free financial assessment

SUBSCRIBE: YMYW on YouTube

DOWNLOAD: more free guides

READ: financial blogs

WATCH: educational videos

SUBSCRIBE: YMYW Newsletter

Timestamps:

00:00 - Intro: This Week on the YMYW Podcast

01:04 - Save to Brokerage vs. Solo 401(k) to Retire as Soon as Humanly Possible? (Ricochet J, CO)

15:23 - Watch Your 11 Step Path to Financial Freedom on YMYW TV, Calculate your free Financial Blueprint

16:36 - Is a $40K/yr Pension Similar to $1M in Bonds According to the 4% Rule? (Micah, SD)

18:48 - Marginal vs. Effective Tax Rates: How Much to Convert to Roth? (Barney & Betty)

22:58 - Download the Complete Roth Papers Package

23:48 - How to Have Maximum Possible Retirement Income to Age 90-95? (Amir, NM)

30:13 - Outro - Next Week on the YMYW Podcast

504 episoder