What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your Wealth® podcast number 530. Plus, Coach Dobber in Minnesota is curious about municipal bonds in a brokerage account, and Daniel in Stevensville, Michigan needs details on emergency funds. Also, can Tim the Enchanter do a Roth conversion and avoid the nasty big pointy teeth of capital gains tax? And, Duke in upstate New York told his wife they need 6 million dollars in retirement, and she said he was silly. What say Joe and Al? We’ll find out.
Free financial resources & episode transcript: https://bit.ly/ymyw-530
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Timestamps:
00:00 - Intro: This Week on the YMYW Podcast
00:47 - Rebalancing Asset Allocation of US Stocks, International Stocks, and Bonds (DJ in St Louis)
07:21 - Can I Do a Roth Conversion and Have No Cap Gains Tax? (Tim the Enchanter, FL)
15:44 - Watch Financial Planning at Every Age on YMYW TV, Download the Retirement Readiness Guide for free
16:41 - Municipal Bonds in a Brokerage Account: Good Idea? (Coach Dobber, MN)
22:48 - Told My Wife We Need $6M to Retire in 20 Years. She Say's I'm Silly. (Duke, upstate NY)
27:09 - Calculate your Free Financial Blueprint, Schedule your Free Financial Assessment
28:54 - What Is an Emergency Fund and How Much Should I Have in It? (Daniel, Stevensville, MI)
36:00 - YMYW Podcast Outro
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