Show Notes
Got retirement questions? Wes Moss and Christa DiBiase tackle them in this rapid-fire episode of Retire Sooner Podcast. Take an educational look at retirement planning, investing, Roth accounts, college savings, bonds, and more.
· Explore considerations for when high-yield savings account rates start heading south, including evaluating brokerage money market funds.
· Balance daycare bills, taxable investing, and 529 college savings when there never seems to be enough room in the budget for every goal at once.
· Understand how backdoor Roth and mega backdoor Roth strategies work and factors to consider.
· Consider the tricky question of whether a potential inheritance belongs in a retirement plan.
· Look beyond the higher distributions of high-yield ETFs to the potential risks hiding underneath.
· See what it’s like for financial advisors to juggle client concerns, annual planning, and a steady stream of market and economic news.
· Review The Retire Sooner Method, from getting the financial pieces in place to finding purpose, nurturing friendships, and getting better sleep.
· Compare individual bonds, bond funds, and bond ETFs when weighing income characteristics, diversification, and simplicity.
· Evaluate whether boosting Roth or after-tax contributions may make sense as retirement gets closer.
Hear Wes and Christa take on the retirement questions that may be on your mind, too. **Listen and subscribe to the **Retire Sooner Podcast for more educational conversations about money, retirement, and building toward a happy retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
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