Retiring With Enough

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If you are part of the boomer generation, you were likely raised in the era of “One size fits all”. 

But, many years have passed, and the philosophy of one-size-fits-all has evolved to emphasize a philosophy of one-size-fits-one.

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In a world filled with noise, the absence of noise can be very disconcerting. It’s hard for many people to become quiet internally and externally. 

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“The more you leave out, the more you highlight what you leave in.” -Henry Green

Over the three years I have been doing this podcast, I've stated that I am a DIY (do-it-yourself) investor with over 50 years of investing experience.  This was a true statement until a couple of months ago.

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What happens when your partnership with risk no longer works? How do you dissolve the partnership? This process is termed portfolio de-risking.

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Estimated taxes and tax payments are some of the most misunderstood tax requirements taxpayers face. 

Payment of estimated taxes is more problematic for retirees who never paid estimated taxes during their working careers!

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In a recent Podcast I discussed the relative merits of a Roth IRA.  Many factors determine whether or not Roth IRA contributions make sense. The account holder’s age, tax bracket, net worth, risk tolerance, and available cash are important in establishing a Roth IRA.

One of the most important factors to consider is age. As someone ages, it becomes less advantageous to contribute to a Roth IRA. There is a crossover point where the disadvantage of initially paying taxes outweighs the advantage of tax-free growth. 

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Join me as I move to the other side of the microphone and am interviewed by my daughter Catherine.

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Join me as I celebrate the 3rd Birthday of the Retiring  With Enough Podcast, and answer a listener question.

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Everyone has certain needs whether living in a developed or a developing country. Whether you term these things basic life necessities or core necessities, people need these basic things to provide for daily living. These core necessities are food, shelter, access to transportation, access to health care, and utilities.

The United States is considered one of the wealthiest nations in the world. Is a US worker’s income adequate to provide basic needs?

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A friend posed a simple question. Are Roth accounts worth the time and effort?

The answer is complex and more nuanced. Many things determine the validity of a Roth account including age, tax rate, income, retirement planning, and estate planning.

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