Don't Let Money Anxiety Ruin Your Retirement - 552

Joe Anderson, CFP® and Big Al Clopine, CPA tackle the fears that mess with even the best-laid financial plans, today on Your Money, Your Wealth® podcast 552. Big Wallet Barbie and Ken from the Midwest have saved millions, but Barbie's still worried about retiring early, buying a new house, and converting to Roth. Is she second-guessing her plans? The fellas spitball for Dan from Florida, who's flying high in the 35% tax bracket and trying to decide between Roth 401(k) contributions and future Roth conversions. They also float a surprising idea - one that's rare on YMYW - for a listener from Chicago who is FIRE'd Up about Roth vs. pre-tax and making a tax-smart wealth transfer. We'll wrap up with a couple of your comments.

Free Financial Resources in This Episode:

https://bit.ly/ymyw-552 (full show notes & episode transcript)

Emotionless Investing Guide

The Truth About Your Love/Hate Relationship With Money - YMYW TV

Financial Blueprint (self-guided)

Financial Assessment (Meet with an experienced professional)

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Chapters: 

00:00:00 - Intro: This Week on the YMYW Podcast