DiscoverYour Money, Your WealthSpitballing Early Retirement for the One Percenters - 502
Spitballing Early Retirement for the One Percenters - 502

Spitballing Early Retirement for the One Percenters - 502

Update: 2024-11-05
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Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in Michigan coast for the next 10 years and still reach the promised land of retirement somewhere around age 53? Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement, today on Your Money, Your Wealth® podcast 502. Plus, it seems weird to Elizabeth in Connecticut that nearly all of her $5M is in taxable accounts. Is that good or bad? N&N in San Francisco Bay Area have $10 million liquid. Should they make Roth contributions and Roth conversions now, or wait until they retire? Access free financial resources and the episode transcript: https://bit.ly/ymyw-502

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Timestamps:

00:00 - Intro: This Week on the YMYW Podcast

00:58 - Can I Retire at 57? When to Collect Social Security? Can I Afford a Motorhome? (Bauer & Laney, Mundelein, IL - voice)

07:47 - Can We Coast and Still Reach the Retirement Promised Land in Ten Years? (Brad, MI)

14:20 - Watch How to Avoid Wealth Busters on YMYW TV, download the Wealth Busters to Avoid Guide

15:00 - We've Got $10M Liquid: Roth Contributions & Conversions Now or Wait Until Retirement? (N&N, SF Bay area)

24:58 - Calculate Your Free Financial Blueprint

25:36 - Seems Weird That Our Money is in Taxable Accounts. Is That Good or Bad? (Elizabeth, CT)

31:57 - Outro: Next Week on the YMYW Podcast

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Spitballing Early Retirement for the One Percenters - 502

Spitballing Early Retirement for the One Percenters - 502