Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Your Wealth® podcast number 531. Kelly and Steve in Pennsylvania ask for a three-fer spitball - when to claim their Social Security, whether they should contribute to Roth or convert to Roth for that lifetime tax-free growth on their investments, and if they’re on track for Kelly to retire in three years.
Free financial resources & episode transcript: https://bit.ly/ymyw-531
CALCULATE your free Financial Blueprint
WATCH The Retirement Course: Can You Hit a Hole in One? on YMYW TV
ASK Joe & Big Al for your Retirement Spitball Analysis
SCHEDULE your Free Financial Assessment
SUBSCRIBE to YMYW on YouTube
DOWNLOAD more free guides
READ financial blogs
WATCH educational videos
SUBSCRIBE to the YMYW Newsletter
Timestamps:
00:00 - Intro: This Week on the YMYW Podcast
01:21 - Tariffs Killed My Portfolio. Should I Claim Social Security Early? (Carl)
10:14 - Watch The Retirement Course: Can You Hit a Hole in One? on YMYW TV, Calculate your free Financial Blueprint
11:13 - When Should We Claim Social Security? Roth Contributions or Conversions? Are We On Track for Retirement? (Kelly & Steve)
25:00 - Download the Key Financial Data Guide, YMYW Podcast Outro
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.