RBS 176: Retirement Planning With A Younger Spouse (Five Question Friday)
About this episode
In this week's Five Question Friday, we look at several important retirement planning questions:
0:00 - Intro
0:45 - Should our asset allocation change if we have a much younger spouse?
7:45 - Should a pension represent the bond portion of a portfolio?
10:30 - What types of ETFs should go in taxable accounts versus retirement accounts?
14:13 - Should we prefer Roth conversions over investing in a taxable account?
17:31 - Should we prefer Roth conversions if we plan to use the money for long-term care?
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Pralana: https://go.robberger.com/pralana/yt-fqf
Projection Lab: https://go.robberger.com/projectionla...
Open Social Security: https://opensocialsecurity.com/
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