cover of episode A Model Retirement Plan Spitball Analysis - 387

A Model Retirement Plan Spitball Analysis - 387

2022/7/19
logo of podcast Your Money, Your Wealth

Your Money, Your Wealth

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Shownotes Transcript

Learn how to craft a retirement plan email question that’ll get you a model retirement spitball analysis. Plus, when should you contribute to Roth IRA, and when and how much of a Roth Conversion should you do? Is it hypocritical to prioritize investment returns over your conscience and values? Joe and Big Al talk ESG, or environmental, social, and governance investing, and they evaluate a strategy to keep taxes low while helping your kids buy a house. Finally, your comments about YMYW. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bit.ly/ymyw-387)