Who to Trust? Second Opinion Retirement Spitball - 409

episode

Your Money, Your Wealth not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

AWP: Beyond the Exam Room: Purpose, Myopia, and Population Health 54 min · 17 Sep 2026 · EyeCode Media

Essentials: How to Assess & Improve All Aspects of Your Fitness | Dr. Andy Galpin 35 min · 17 Sep 2026 · Huberman Lab

#502 – Psychiatry, Insane Asylums, Mental Illness, ECT, Lobotomies, Freud & Jung 3h 43m · 17 Sep 2026 · Lex Fridman Podcast

Your partner wants profit. You want freedom. Now what? 22 min · 16 Sep 2026 · The Optometry Success Podcast

Board of County Supervisors Meeting - Work Session - Sep 15, 2026 3h 17m · 15 Sep 2026 · Prince William County Board of Supervisors

Finance and Budget Committee - Sep 15, 2026 1h 43m · 15 Sep 2026 · Prince William County Finance and Budget Committee

Report any issue

Source

Recorded20 Dec 2022

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607155

Show notes

Can you trust the opinion of just one advisor when planning for your entire financial future? Joe and Big Al spitball their second opinions for some retirement plan and Roth conversion strategies, they illustrate one way some financial advisors may be acting in their own best interests, and they explain how to determine if you're on track for a successful retirement. Plus, can you take penalty-free withdrawals from a Roth TSP to Roth IRA rollover in order to bridge the gap until age 59½? Will paying for a home remodel with Roth conversion funds avoid tax? And, should you use Roth conversion money for these purposes? Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bit.ly/ymyw-409

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in