Thursday Jul 18, 2019

Ep #4: How Your Financial Feelings Factor Into Retirement

Have you ever been told to put your emotions aside when it comes to money? Well, that’s not always the case for retirement. Your opinions – or financial feelings – can play a big part into your plan. By factoring those feelings into your future, you can set yourself up for a retirement that fits you best.

Listen to today's episode to learn more and click here to read the show notes. 

Take a look at the full rundown for this episode:

1:05 – Where are you going to live after retirement and should you downsize?

3:05 – How important is it for you to leave behind a legacy to your family or a charity?

4:15 – Are you someone that wants to be involved in the details of the retirement plan?

6:26 – What’s your feeling about the market? Are you comfortable with volatility and risk?

Mailbag

9:17 – Once my 401K is maxed out, where should my savings go next?

12:46 – Confusion about Roth conversions and my eligibility.

15:42 – Is it foolish to considering at 57 to take care of my parents?

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