Today we answer top questions about retirement investing from our listeners and readers. Topics include: 

• How can I calculate how much I truly need to save for retirement?
• If my investments are large enough, can I stop saving for retirement?
• When should I start collecting social security?
• When is the best time to convert traditional IRAs to Roth IRAs?
• Should we refinance our jumbo loan to a conventional loan?
• How do HSAs work?

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Investing Resources

• Free Financial Assessment: https://einstokwealth.com/start-here
• Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
• More Resources: https://einstokwealth.com/links/

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Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

To enquire about working with Jason, start here: https://einstokwealth.com/start-here

To learn more about Jason, visit https://einstokwealth.com/jason-micheli

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©2023 Jason T. Micheli. All rights reserved.