logo
episode-header-image
Feb 2024
16m 28s

Brokerage or Pre-Tax Retirement?

Audacy
About this episode
If I am a high earner and diligent saver, would it make more sense to contribute to an after tax brokerage account or max out a pre-tax 403(b)?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. 
Up next
Today
Does the Annuity Pitch Make Sense for Us?
tail spinning
22m 32s
Aug 21
How to Get Rich in American History
Today we're sharing a recent chat with ⁠⁠Joseph Moore, author of How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).In richly told stories and wild self-experiments, Joseph tests history’s best and worst financial advice to find what worked, ... Show More
42m 55s
Aug 20
Wrestling With Roth Conversion Decision
tail spinning
20m 30s
Recommended Episodes
Jun 2023
Should You Contribute to a Roth IRA or Pre-Tax as a High Earner? (By Tax Bracket!)
In this episode of the Personal Finance Podcast, should you contribute to a Roth IRA or pre-tax as a high earner? How Andrew Can Help You: Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining ... Show More
27m 42s
Jul 2024
Traditional or Roth?
I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @j ... Show More
14m 26s
Aug 2023
Ep31 How Much Should You Save?
<p>How much are you supposed to save for retirement and how do you get there? What is the different advice for people with different plans or risk tolerances?In this episode of All Else Equal: Making Better Decisions, hosts and finance professors Jonathan Berk and Jules van Binsb ... Show More
27m 16s
Nov 2020
1124: Ask Farnoosh: Save extra cash for retirement or a home down payment?
Questions this week about how business owners can raise prices without turning off existing clients. Also, how to find a mentor and earn more media for your company? And if you had to choose: would you save an extra $2,000 a month for retirement or for a future home?Learn more ab ... Show More
26m 39s
May 2021
The New Corner Office: Buy time now or later?
tail spinning
7m 19s
Sep 2023
Mailbag: incl. Should I go with Private Equity? September 24, 2023
tail spinning
55m 13s
Jul 2024
Can We Purchase a Vacation Home?
With a goal of buying a vacation home in the near future, are we saving too much for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney 
20m 25s
Oct 2024
Is It Wise To Move My Investments Into an HSA?
💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!  Next Steps: 💰Need Help ... Show More
7m 10s
Oct 2025
Which Accounts Should I Draw From In Retirement? (Rapid Fire Q&A)
In this episode of The Personal Finance Podcast, Andrew answers 15 listener questions ranging from Solo Roth 401k strategies and crushing $117,000 in student loans to whether a 19-year-old should build credit and how to pass brokerage accounts to your kids without tax headaches. ... Show More
36m 38s
Nov 2023
Mailbag: incl. Is cash really king? November 5, 2023
tail spinning
1h 32m