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DIY Early Retirement Planning - 446
Manage episode 376731530 series 1375495
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
487 episodes
Manage episode 376731530 series 1375495
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
487 episodes
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