Retirement planning can be complicated when you have so many options to choose from. Do you stick with the Roth IRA, the 401k, the Roth 401k, your employee pension plan, or solely invest in stocks and real estate? With all these different types of accounts and their numerous benefits and drawbacks, it’s easy to get stuck financially stalling.
One person wh ... Show More
Jul 17
The Money Guys Gave Us Advice… Here’s What We’re Changing
What did Mindy and Carl Jensen learn from The Money Guys after they reviewed their portfolio? In this recap episode, Mindy and Carl share their biggest takeaways on retirement planning, cash reserves, Roth conversions, tax strategy, and portfolio diversification. They discuss wha ... Show More
32m 22s
Mar 2015
172-Retirement Planning From The Financial Advisor's Perspective: Interview with Roger Whitney, Host of the Retirement Answer Man Podcast
<p>Retirement planning is at the core of the financial planning profession. But, it's a very complex subject and it's tough to wrap your head around the process.</p>
<p>I've invited Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, financial advisor and host of the Retirement Answer Man ... Show More
59 m
Mar 2021
Why You’ll Never Stop Working for Money
We all define retirement differently. For most, it probably involves an island somewhere, a hammock, a good book, and a glass of wine sitting next to you as you relax for the first time in a long time. In this episode, paper asset experts discuss why for so many people across the ... Show More
45m 59s
Feb 2025
3035: [Part 1] Generating Retirement Income Before Age 59 by Darrow Kirkpatrick of Can I Retire Yet
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 3035:
Darrow Kirkpatrick explores various strategies, from leveraging taxable investment accounts to taking advantage of Ro ... Show More
10m 34s
Nov 2024
521 | Mailbag: Backdoor Roth IRA, 4% Rule, and 401(k) Strategies
Business owners face a ticking deadline that could cost them $500 per day—yet many have never heard of it. The Beneficial Ownership Information form, due December 31st, is just one of the under-the-radar compliance issues that can derail even the most careful financial plans. In ... Show More
1h 7m
Nov 2022
Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality
Amid rising interest rates, high inflation, and market volatility, a challenging macroeconomic environment is throwing individuals’ retirement readiness off track. In the latest Exchanges at Goldman Sachs, Michael Moran, a senior pension strategist in Goldman Sachs’ Asset Managem ... Show More
20m 2s