• Spitballing Early Retirement for the One Percenters - 502

  • Nov 5 2024
  • Length: 33 mins
  • Podcast

Spitballing Early Retirement for the One Percenters - 502

  • Summary

  • Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in Michigan coast for the next 10 years and still reach the promised land of retirement somewhere around age 53? Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement, today on Your Money, Your Wealth® podcast 502. Plus, it seems weird to Elizabeth in Connecticut that nearly all of her $5M is in taxable accounts. Is that good or bad? N&N in San Francisco Bay Area have $10 million liquid. Should they make Roth contributions and Roth conversions now, or wait until they retire? Access free financial resources and the episode transcript: https://bit.ly/ymyw-502

    WATCH: How to Avoid Wealth Busters on YMYW TV

    DOWNLOAD the Wealth Busters to Avoid Guide

    CALCULATE your Financial Blueprint for free

    REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis

    SCHEDULE: free financial assessment

    SUBSCRIBE: YMYW on YouTube

    DOWNLOAD: more free guides

    READ: financial blogs

    WATCH: educational videos

    SUBSCRIBE: YMYW Newsletter

    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    00:58 - Can I Retire at 57? When to Collect Social Security? Can I Afford a Motorhome? (Bauer & Laney, Mundelein, IL - voice)

    07:47 - Can We Coast and Still Reach the Retirement Promised Land in Ten Years? (Brad, MI)

    14:20 - Watch How to Avoid Wealth Busters on YMYW TV, download the Wealth Busters to Avoid Guide

    15:00 - We've Got $10M Liquid: Roth Contributions & Conversions Now or Wait Until Retirement? (N&N, SF Bay area)

    24:58 - Calculate Your Free Financial Blueprint

    25:36 - Seems Weird That Our Money is in Taxable Accounts. Is That Good or Bad? (Elizabeth, CT)

    31:57 - Outro: Next Week on the YMYW Podcast

    Show More Show Less

What listeners say about Spitballing Early Retirement for the One Percenters - 502

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.