Knowing how much you could get from Social Security is a big part of retirement planning (and, yes, cynical listeners — you will be getting these benefits!). To kick off this episode, Sean and Liz talk about a new tool that can help you estimate your benefits. Then Sean and Sara answer a listener’s question about tax efficient investments for retirement accounts. Need help with a money question? Call or text the Nerd hotline at 901-730-6373 or email <a href="mailto:podcast@nerdwallet.com">podcast@nerdwallet.com</a>. You can also email us your voice memos. Timestamps:This Week in Your Money segment: 0:00 - 10:45 Money Question segment: 10:46 - 31:02 Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Knowing how much you could get from Social Security is a big part of retirement planning (and, yes, cynical listeners — you will be getting these benefits!). To kick off this episode, Sean and Liz talk about a new tool that can help you estimate your benefits. Then Sean and Sara answer a listener’s question about tax efficient investments for retirement accounts. Need help with a money question? Call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. You can also email us your voice memos. Timestamps: This Week in Your Money segment: 0:00 - 10:45 Money Question segment: 10:46 - 31:02 Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Knowing how much you could get from Social Security is a big part of retirement planning (and, yes, cynical listeners — you will be getting these benefits!). To kick off this episode, Sean and Liz talk about a new tool that can help you estimate your benefits.&nbsp;Then Sean and Sara answer a listener’s question about tax efficient investments for retirement accounts.&nbsp;Need help with a money question? Call or text the Nerd hotline at 901-730-6373 or email <a href="mailto:podcast@nerdwallet.com" rel="noopener noreferrer">podcast@nerdwallet.com</a>. You can also email us your voice memos.&nbsp;Timestamps:This Week in Your Money segment: 0:00 - 10:45&nbsp;Money Question segment: 10:46 - 31:02&nbsp;Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Your Social Security Benefits, and Tax Efficient Retirement Investing

NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence.

Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research.

By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s milestones. And if you have questions for the Nerds, you can leave them a voicemail at 901-730-6373.

Join hosts Sean Pyles, CFP®, Elizabeth Ayoola, and other expert Nerds as they answer your biggest money questions and share strategies to help you build wealth and reach your financial goals, including:

– Investing: Advanced investment strategies, integrating ETFs and mutual funds into a diversified portfolio, tax-efficient retirement planning, understanding Roth IRA conversions, and navigating robo-advisors.

– Credit Cards: Top credit cards for travel rewards and luxury perks, balance transfer strategies, maximizing credit card points, and optimizing credit card usage to boost your credit score.

– Personal Finance: Advanced budgeting tips, building generational wealth, creating effective savings plans, managing high-income expenses, and developing a strong money growth mindset.

– Home: Smart strategies for homebuying in competitive markets, leveraging home equity loans and HELOCs, refinancing for long-term savings, first-time homebuying tips, and budgeting for major home improvements.

If you’re searching for the best personal finance podcasts or want practical knowledge to make smarter money decisions, then follow NerdWallet’s Smart Money Podcast.

You’ll love NerdWallet’s Smart Money Podcast if you like podcasts like: Planet Money, The Personal Finance Podcast, DIY Money, Afford Anything, How to Money, The Ramsey Show, Money Rehab with Nicole Lapin, NPR’s Life Kit: Money, Popcorn Finance, Money Girl,Money Guy Show, Everyone’s Talkin’ Money, So Money with Farnoosh Tarabi, The Money with Katie Show, All the Hacks with Chris Hutchins, The Stacking Benjamins Show, MoneyWatch with Jill Schlesinger, or Your Money, Your Wealth.

NerdWallet Compare, Inc. NMLS ID# 1617539 NMLS Consumer Access: http://www.nmlsconsumeraccess.org/

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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s milestones. And if you have questions for the Nerds, you can leave them a voicemail at 901-730-6373. Join hosts Sean Pyles, CFP®, Elizabeth Ayoola, and other expert Nerds as they answer your biggest money questions and share strategies to help you build wealth and reach your financial goals, including: – Investing: Advanced investment strategies, integrating ETFs and mutual funds into a diversified portfolio, tax-efficient retirement planning, understanding Roth IRA conversions, and navigating robo-advisors. – Credit Cards: Top credit cards for travel rewards and luxury perks, balance transfer strategies, maximizing credit card points, and optimizing credit card usage to boost your credit score. – Personal Finance: Advanced budgeting tips, building generational wealth, creating effective savings plans, managing high-income expenses, and developing a strong money growth mindset. – Home: Smart strategies for homebuying in competitive markets, leveraging home equity loans and HELOCs, refinancing for long-term savings, first-time homebuying tips, and budgeting for major home improvements. If you’re searching for the best personal finance podcasts or want practical knowledge to make smarter money decisions, then follow NerdWallet’s Smart Money Podcast. You’ll love NerdWallet’s Smart Money Podcast if you like podcasts like: Planet Money, The Personal Finance Podcast, DIY Money, Afford Anything, How to Money, The Ramsey Show, Money Rehab with Nicole Lapin, NPR’s Life Kit: Money, Popcorn Finance, Money Girl,Money Guy Show, Everyone’s Talkin’ Money, So Money with Farnoosh Tarabi, The Money with Katie Show, All the Hacks with Chris Hutchins, The Stacking Benjamins Show, MoneyWatch with Jill Schlesinger, or Your Money, Your Wealth. NerdWallet Compare, Inc. NMLS ID# 1617539 NMLS Consumer Access: http://www.nmlsconsumeraccess.org/

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Your Social Security Benefits, and Tax Efficient Retirement Investing

Your Social Security Benefits, and Tax Efficient Retirement Investing

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