Last week, CERTIFIED FINANCIAL PLANNER® and CPA JoAnn Huber and I kicked off the podcast with a discussion about the differences between the IRA and the Roth IRA.

However, we barely scratched the surface, and if you’re feeling confused after listening to Part 1 of our conversation, that’s okay. This is one of the most important financial decisions you will make on the road to retirement. It’s also a complicated one to answer, and there’s no clear one-size-fits-all plan that works perfectly for everyone.

In today’s episode, JoAnn and I continue discussing this important topic. You’ll hear the importance of working with an independent professional with no product to sell - someone who can assess your financial situation and create a plan every time you have a major life transition.

 

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/2

 

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com