A "Top 10 Personal Finance Podcast" and a "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com
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episode 462: Can You Retire Early at Age 50 or 60?
Can Clark Kent’s dad in Hutchinson, Kansas retire at age 50? Will Devin in South Carolina be fat and happy or cutting calories if he retires at 59 and a half? Can Scott Magic in Idaho retire to a good and simple life at age 60? Gina and her wife are 52 and 58. Can they retire in four years, and how much should they be putting in their Roth accounts? Plus, Frenchie in Maine needs a spitball on a Roth conversion strategy with Canadian retirement funds, and Andi shares what she knows about target date funds.
Timestamps:
- 00:49 - Can Superman’s Dad Retire at Age 50? (Martha Kent, Hutchinson, KS)
- 07:23 - Can We Retire to a Good Simple Life at Age 60? (Scott Magic, ID)
- 14:12 - Fat & Happy in Retirement or Cutting Calories at Age 59 and a Half? (Devin, SC)
- 20:56 - We're 52 and 58. Can We Retire in 4 Years? How Much Should We Put in Roth? (Gina, WA)
- 28:06 - Canadian Retirement Roth Conversion Strategy? Target Date Funds? (Frenchie, Maine)
- 37:06 - The Derails
Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-462
- EASIretirement.com free retirement calculator
- Episode Transcript
- Ask Joe & Big Al On Air for your Retirement Spitball Analysis