There is no shortage of questions when it comes to navigating and planning for retirement.
➤ How much do I need to save?
➤ How do I optimize my tax bill and avoid overpaying the IRS?
➤ When do I take Social Security?
➤ What should I invest in? (And what should I avoid?!)
The list goes on.
And while you’ve likely read (or heard) helpful answers to most of the big questions, it never hurts to revisit them or get a different perspective.
In fact, some studies suggest that it can take hearing something 7 times before you retain it 🤯
Today on the show, I’m answering listener questions with the Retirement Answer Man himself, Roger Whitney.
Questions like, *“What account type is the best retirement account type to fund after you’ve reached your savings goals?” *
And, *“What’s the best process for making important changes to your investments after learning you aren't invested properly?” *
If you want to hear our answers to these great questions (and more!), you’ll enjoy this episode.
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EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!)
✏️ Grab the Episode Show Notes)
📘 Check Out the Retirement Podcast Network)