Retirement Answer Man

What Is the Ideal Mix Between Before and After Tax Retirement Accounts?


Listen Later

Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you. 

Check out this episode to listen to these listener questions and stick around until the end to hear Kevin Lyle’s relief at no longer having to keep up with the Joneses. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 

  • [2:05] What is the ideal mix between before and after-tax retirement accounts?
  • [6:46] What to do about a fee-heavy investment account
  • [11:00] Finding a financial planner
  • [12:09] The impact on energy levels
  • [13:58] Saving for kids’ education
  • [18:17] How to open a Roth with a high-income

BRING IT ON 

  • [21:05] Keeping up with the Joneses

TODAY’S SMART SPRINT SEGMENT 

  • [26:08] Check the way you compare yourself to others

Resources Mentioned In This Episode
Andy Panko’s advisor referral list
Garrett Planning Network
NAPFA
BOOK - Outlive by Peter Attia
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

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

Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

1,144 ratings


More shows like Retirement Answer Man

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

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

Your Money, Your Wealth

751 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,913 Listeners

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

The Retirement and IRA Show

724 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

431 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

487 Listeners

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

Big Picture Retirement®

492 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

546 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

189 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

545 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

771 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

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

700 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

164 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

96 Listeners