Ep 9: Retirement Accounts
The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis?
Ep 8: Coronavirus Market Update
Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.
Ep 7: Financial Crossword
If you’ve ever done a crossword puzzle, you know how much a wrong answer can mess you up. You might think that you have the right answer for 17-across, but you just can’t figure out how the answer to 13-down starts with the letters “XC.” Well, the problem is that you have the wrong answer in 17-across, and that X should really be an S.
Ep 6: Stages Of Retirement
How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.
Ep 5: How To Set Financial & Retirement Goals
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.
Ep 4: Everything You Need to Know About Roth Conversions
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
