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
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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
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