Podknife - A Model Retirement Plan Spitball Analysis

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A Model Retirement Plan Spitball Analysis - 387

Podcast |: Your Money, Your Wealth
Publisher |: Joe Anderson, CFP® & Alan Clopine, CPA
Media Type |: audio
Podknife tags |: Business,; Business News,; Investing,; News,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Jul 19, 2022
Episode Duration |: 00:46:22

Learn how to craft a retirement plan email question that’ll get you a model retirement spitball analysis. Plus, when should you contribute to Roth IRA, and when and how much of a Roth Conversion should you do? Is it hypocritical to prioritize investment returns over your conscience and values? Joe and Big Al talk ESG, or environmental, social, and governance investing, and they evaluate a strategy to keep taxes low while helping your kids buy a house. Finally, your comments about YMYW. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-387

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