Your Money, Your Wealth

Retirement Savings: When to Take Your Foot Off the Gas - 528


Listen Later

You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana today on Your Money, Your Wealth® podcast 528. Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at 57? How should Big Juan in Texas pay for college? Should he convert his TSP to Roth? Can he retire at 55 And finally, Frank and Jane Drebin in Wisconsin are 46 and 47 and wondering if their plan for retirement in 5 years is just a pipe dream.

Free financial resources & episode transcript: https://bit.ly/ymyw-528

DOWNLOAD The Retirement Readiness Guide for free

WATCH What Happens to Your 401(k) & IRA at Retirement? On YMYW TV

CALCULATE your free Financial Blueprint

ASK Joe & Big Al for your Retirement Spitball Analysis

SCHEDULE your Free Financial Assessment

SUBSCRIBE to YMYW on YouTube

DOWNLOAD more free guides

READ financial blogs

WATCH educational videos

SUBSCRIBE to the YMYW Newsletter

Timestamps:

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

01:13 - Can I Take My Foot Off the Gas on Saving for Retirement? (Ron and Veronica, IN)

09:48 - Watch What Happens to Your 401(k) & IRA at Retirement? On YMYW TV and Download The Retirement Readiness Guide

10:43 - How to Bridge the Gap from Age 55 to Retirement Income at 57? (Scott, IL)

20:04 - How to Fund College? TSP to Roth Conversions? Retirement at 55? (Big Juan, TX)

24:45 - Calculate Your Free Financial Blueprint

25:45 - We're 46 and 47, Is Our Retirement Plan a Pipe Dream? (Frank and Jane Drebin, WI)

32:26 - Next Week on the YMYW Podcast

...more
View all episodesView all episodes
Download on the App Store

Your Money, Your WealthBy Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

690 ratings


More shows like Your Money, Your Wealth

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,132 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

432 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,916 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,957 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

728 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,278 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

486 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

497 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

557 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

186 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

780 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

147 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

31 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

400 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

704 Listeners