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DIY Early Retirement Planning - 446

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Manage episode 376731530 series 1375495
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Should Jackson and Elsa from Wyoming fire their financial advisors and shop for lower fees, or switch to do-it-yourself financial planning? Can 34-year-old Bob in Texas retire early at 50, and what’s the best way for him to put an extra $30K to work? How much should 35-year-old Matthew in the middle of nowhere Wisconsin be saving for retirement in pre-tax accounts vs. post-tax accounts? And finally, should Michelle in Minnesota leave excess education savings in a 529 plan or move it to a Roth IRA?

Timestamps:

  • 00:58 - Should We Fire Our Advisors and Go DIY or Shop for Lower Fees? (Jackson & Elsa, WY)
  • 11:51 - Can We Retire at Age 50? Best Way to Put Extra $30K to Work? (Bob, TX)
  • 19:51 - How Much Should We Save for Retirement Pre-Tax vs. Post-Tax? (Matthew, Middle of Nowhere, WI)
  • 28:27 - Excess 529 Plan College Savings: Leave it or Move it to Roth? (Michelle, MN)
  • 35:34 - The Derails

Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-446

  • DIY Retirement Guide - limited time offer, download by Friday 9/15/23!
  • EASIRetirement.com - free retirement calculator
  • Episode Transcript
  • Ask Joe & Big Al On Air for your Retirement Spitball Analysis
  continue reading

487 episodes

Artwork
iconShare
 
Manage episode 376731530 series 1375495
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Should Jackson and Elsa from Wyoming fire their financial advisors and shop for lower fees, or switch to do-it-yourself financial planning? Can 34-year-old Bob in Texas retire early at 50, and what’s the best way for him to put an extra $30K to work? How much should 35-year-old Matthew in the middle of nowhere Wisconsin be saving for retirement in pre-tax accounts vs. post-tax accounts? And finally, should Michelle in Minnesota leave excess education savings in a 529 plan or move it to a Roth IRA?

Timestamps:

  • 00:58 - Should We Fire Our Advisors and Go DIY or Shop for Lower Fees? (Jackson & Elsa, WY)
  • 11:51 - Can We Retire at Age 50? Best Way to Put Extra $30K to Work? (Bob, TX)
  • 19:51 - How Much Should We Save for Retirement Pre-Tax vs. Post-Tax? (Matthew, Middle of Nowhere, WI)
  • 28:27 - Excess 529 Plan College Savings: Leave it or Move it to Roth? (Michelle, MN)
  • 35:34 - The Derails

Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-446

  • DIY Retirement Guide - limited time offer, download by Friday 9/15/23!
  • EASIRetirement.com - free retirement calculator
  • Episode Transcript
  • Ask Joe & Big Al On Air for your Retirement Spitball Analysis
  continue reading

487 episodes

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