Podcast Episode Details
Back to Podcast Episodes
Where to Invest for Pre-Retirement and a GO-GO Lifestyle?
Episode 539
Roger in Canton, Ohio, is burnt out. Can he and his wife Jane pre-retire next year in their mid-50s with $2.8 million? Joe and Big Al spitball on whether they’ll still have enough money for their Go-Go years, Joe’s favorite, today on Your Money, Your Wealth® podcast number 539. Roger also has an employee stock purchase plan. For the best asset location strategy, should he max out the ESPP at a 15% discount, convert to Roth IRA, build his brokerage account, or a little of all the above? Speaking of asset location, some of our YouTube viewers object to the idea of putting higher performing assets in your Roth account. They say you can’t write off the losses and you’ll be exposed to sequence of returns risk. Stick around for Joe and Al’s response.
Free financial resources & episode transcript: https://bit.ly/ymyw-539
DOWNLOAD Why Asset Location Matters for Free
CALCULATE Your Free Financial Blueprint
WATCH Recipe for Retirement | Retirement Plans Explained on YMYW TV
ASK Joe & Big Al for your Retirement Spitball Analysis
SCHEDULE your Free Financial Assessment
LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts
SUBSCRIBE or FOLLOW on your favorite podcast app
JOIN THE CONVERSATION on YouTube
DOWNLOAD more free guides
READ financial blogs
WATCH educational videos
SUBSCRIBE to the Published on 1 month ago