What’s the Break-Even Point on Roth Conversions? - 477
Are there ever times when going all Roth isn’t the best strategy? How do you determine the...
46:35
Which Mortgage for Early Retirement? What is Private Credit? - 476
What is private credit and where does it fit in your investment portfolio? At age 60, Hope is...
49:40
Is Your Retirement Withdrawal Rate Too High? - 475
Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson,...
51:58
How to Take the Uncertainty of Taxes Off the Table - 474
Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall....
54:27
Does Your Financial Advisor Just Want to Collect Fees? - 473
Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited...
46:41
Will Roth Conversions Put You On Track to Retire Early? - 472
Rob and his wife in North Carolina are 51 and 44 and would like to retire in the next 3-5 years....
50:12
How Much Should You Convert to Roth IRA? - 471
Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they should...
53:44
Spitballing Retirement for Fat Wallets - 470
Barney and Betty in Maryland hit the jackpot. How’s Barney’s strategy for net unrealized...
48:44
401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469
Erik in MN is divorced, and the OC Birdman of South OC is getting divorced. Should Erik...
50:39
How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468
Are there general guidelines on what percentages of your investment portfolio should be in...
45:39
What Does Retirement Look Like for You? - 467
What does retirement at age 60 look like for Allison in Northern Virginia? The EASIretirement.com...
42:01
Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466
Should Peter LemonJello, who has high income, and his wife, who is retired with zero income, file...
47:14
Personal Finance 101: How to Teach Teens About Money - 465
How and what should we teach teenagers about money, to make the next generation financially...
46:09
Tax Strategies, Backdoor Roth, Buy vs. Rent - 464
It’s a voice message extravaganza as Joe and Big Al talk about tax gain harvesting on Dante in...
55:18
Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463
We’re revisiting your favorite Your Money, Your Wealth topics and Derails of 2023 in this Roth...
01:11:00
Can You Retire Early at Age 50 or 60? - 462
Can Clark Kent’s dad in Hutchinson, Kansas retire at age 50? Will Devin in South Carolina be fat...
38:40
Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461
Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no,...
40:33
How to Invest: Bonds, CDs, and Roth Conversions - 460
Joe and Big Al spitball on investing in index funds, bonds, CDs, treasuries, annuities, net...
47:14
Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
Do financial advisors have some secret blood handshake that they’ll all claim they can get you 8...
51:58
Retirement Spending and Timing Your Mortgage Payoff - 458
Should Brian in Binghamton, New York pay off his mortgage for a guaranteed 6% return? How bad did...
49:56
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