Your Money, Your Wealth Is Our Retirement Savings Enough to Ever Retire? - 454
Nov 7, 2023
44:46
Will Ron and Candy in Connecticut ever be able to retire, and are Bruce and Selina in Philly saving enough to retire? That’s today on Your Money, Your Wealth® podcast 454 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, are Pebbles and Bam Bam in Kentuckystone missing anything when it comes to using their brokerage account to pay Roth Conversion taxes? And Susan in San Diego is 55, spends about $36K a year, and has almost a million saved - can she retire yet? And finally, our buddy Will knows he shouldn’t time the market, but….
Timestamps:
- 00:50 - Will We Ever Be Able to Retire? (Ron, CT)
- 09:54 - Are We Saving Enough to Retire? (Bruce and Selina, Philadelphia)
- 17:36 - What Am I Missing? Brokerage Account Spitball (Pebbles & Bam Bam, Kentuckystone)
- 27:05 - Nearly $1M at 55, Spending $36k/Year: Can I Retire Early? (Susan, San Diego)
- 31:36 - I Know We Shouldn’t Time the Market, But… (Will)
- 40:46 - The Derails
Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-454
- How to Cruise Into Your Retirement - YMYW TV
- Cruising Into Retirement Checklist - download by this Friday!
- EASIretirement.com free retirement calculator
- Episode Transcript
- Ask Joe & Big Al On Air for your Retirement Spitball Analysis