About this episode
Can Sven and Olga in Minnesota shorten their working years? Should PJ in Michigan take his pension lump sum or the annuity payments, and should he maintain an aggressive asset allocation in retirement? Plus, the fellas spitball early retirement strategies for Joe in Massachusetts and Nick in California, and they discuss how to tell the difference between post-tax contributions and pre-tax funds converted to Roth at tax time for Victor.
Timestamps:
- 00:45 - Can We Shorten Our Working Years? (Sven & Olga, MN)
- 07:50 - Pension Lump Sum or Annuity? Aggressive Asset Allocation in Retirement? (PJ, Michigan)
- 23:31 - Can We Retire at Ages 55 and 52? (Joe, MA)
- 29:54 - Help Me Spitball Some Retirement Goals (Nick, CA)
- 35:07 - Post-Tax Contributions and Pre-Tax Funds Converted: How to Tell the Difference? (Victor)
- 39:40 - The Derails
Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-447
- Retirement Income Strategies Guide
- Register for the Investing 101 webinar, Wednesday, Sept 27, 12pm PT
- Episode Transcript
- Ask Joe & Big Al On Air for your Retirement Spitball Analysis
Get every episode summarized
Each time Your Money, Your Wealth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Your Money, Your Wealth
Can You Retire with $1M at 42? The Early Retirement Lie - 598
Your Money, Your Wealth
We Have $12 Million. Should We Do Roth Conversions? - 597
Your Money, Your Wealth
4 Retirement Questions That Expose Real Money Risks - 596
Your Money, Your Wealth
When to Claim Social Security and Why Full Roth Conversion Might be a Mistake -...
Your Money, Your Wealth