Mailbag: All of Your Retirement Questions, Answered

Today we're bringing you an extra special mailbag with friend of the show and Director of Personal Finance and Retirement Planning at Morningstar, Christine Benz. If you listened to our “New Rules for Retirement” episode, then you know all about Christine and why she thinks women need a new playbook for retirement. 

We are going to tackle a few of the follow-up questions that came from our viewers on YouTube, go check out our channel if you haven’t already!

Chapters:

00:00 Introduction

03:00 Mailbag Question 1: I have 425k saved and want to retire early, what am I missing? 

08:00 Mailbag Question 2: I have 700k saved, how much can I safely start to withdraw without running out of money?

12:00 Mailbag Question 3: I’d like to begin converting money from my 401k to my Roth before I retire, is that possible?

17:00 Mailbag Question 4: I’m 62 and after a series of setbacks I’m basically starting over financially. How do I get started saving for retirement this late in the game? 

Have a personal finance question for us or want to jump on a call with Jean so you can get all of your follow-up questions answered? Write in at mailbag@hermoney.com.

Join our free budgeting webinar on October 15th at 7 PM ET! https://us02web.zoom.us/webinar/register/WN_GXkmVlwFRVGfi39jim9xZQ#/registration

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