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Spitballing Early Retirement for the One Percenters - 502
Manage episode 448611680 series 1375495
Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in Michigan coast for the next 10 years and still reach the promised land of retirement somewhere around age 53? Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement, today on Your Money, Your Wealth® podcast 502. Plus, it seems weird to Elizabeth in Connecticut that nearly all of her $5M is in taxable accounts. Is that good or bad? N&N in San Francisco Bay Area have $10 million liquid. Should they make Roth contributions and Roth conversions now, or wait until they retire? Access free financial resources and the episode transcript: https://bit.ly/ymyw-502
WATCH: How to Avoid Wealth Busters on YMYW TV
DOWNLOAD the Wealth Busters to Avoid Guide
CALCULATE your Financial Blueprint for free
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
00:58 - Can I Retire at 57? When to Collect Social Security? Can I Afford a Motorhome? (Bauer & Laney, Mundelein, IL - voice)
07:47 - Can We Coast and Still Reach the Retirement Promised Land in Ten Years? (Brad, MI)
14:20 - Watch How to Avoid Wealth Busters on YMYW TV, download the Wealth Busters to Avoid Guide
15:00 - We've Got $10M Liquid: Roth Contributions & Conversions Now or Wait Until Retirement? (N&N, SF Bay area)
24:58 - Calculate Your Free Financial Blueprint
25:36 - Seems Weird That Our Money is in Taxable Accounts. Is That Good or Bad? (Elizabeth, CT)
31:57 - Outro: Next Week on the YMYW Podcast
506 ตอน
Manage episode 448611680 series 1375495
Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in Michigan coast for the next 10 years and still reach the promised land of retirement somewhere around age 53? Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement, today on Your Money, Your Wealth® podcast 502. Plus, it seems weird to Elizabeth in Connecticut that nearly all of her $5M is in taxable accounts. Is that good or bad? N&N in San Francisco Bay Area have $10 million liquid. Should they make Roth contributions and Roth conversions now, or wait until they retire? Access free financial resources and the episode transcript: https://bit.ly/ymyw-502
WATCH: How to Avoid Wealth Busters on YMYW TV
DOWNLOAD the Wealth Busters to Avoid Guide
CALCULATE your Financial Blueprint for free
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
00:58 - Can I Retire at 57? When to Collect Social Security? Can I Afford a Motorhome? (Bauer & Laney, Mundelein, IL - voice)
07:47 - Can We Coast and Still Reach the Retirement Promised Land in Ten Years? (Brad, MI)
14:20 - Watch How to Avoid Wealth Busters on YMYW TV, download the Wealth Busters to Avoid Guide
15:00 - We've Got $10M Liquid: Roth Contributions & Conversions Now or Wait Until Retirement? (N&N, SF Bay area)
24:58 - Calculate Your Free Financial Blueprint
25:36 - Seems Weird That Our Money is in Taxable Accounts. Is That Good or Bad? (Elizabeth, CT)
31:57 - Outro: Next Week on the YMYW Podcast
506 ตอน
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