cover of episode ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

ESG Stocks, Replenishing Cash, and Managing Taxes on IRA Withdrawals

2021/3/9
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Stay Wealthy Retirement Podcast

Chapters

The discussion explores the complexities of ESG investing, highlighting the challenges in defining what constitutes an ESG stock and the potential for lower returns due to higher fees. The hosts suggest that broader market investments coupled with personal actions might have a greater impact.

Shownotes Transcript

Today I'm tackling three listener questions with my good friend, Roger Whitney:

  • Why you don't have to invest in ESG stocks to make an impact
  • How to replenish your emergency fund (+ how much cash is too much)? 
  • How to process retirement account withdrawals if you're trying to stay in the 12% tax bracket

If you want to hear our answers to these great (and common!) retirement + investing questions, this episode is for you.