Rapid-Fire Retirement Q&A: Roths, College Savings, Bonds, and More
About this episode
Wes Moss and Christa DiBiase answer rapid-fire retirement questions covering various financial topics.
Got retirement questions? Wes Moss and Christa DiBiase tackle them in this rapid-fire episode of Retire Sooner Podcast. Take an educational look at retirement planning, investing, Roth accounts, college savings, bonds, and more. · Explore considerations for when high-yield savings account rates start heading south, including evaluating brokerage money market funds. · Balance daycare bills, taxable investing, and 529 college savings when there never seems to be enough room in the budget for every goal at once. · Understand how backdoor Roth and mega backdoor Roth strategies work and factors to consider. · Consider the tricky question of whether a potential inheritance belongs in a retirement plan. · Look beyond the higher distributions of high-yield ETFs to the potential risks hiding underneath. · See what it’s like for financial advisors to juggle client concerns, annual planning, and a steady stream of market and economic…
People in this episode
Host: Wes Moss
Guest: Christa DiBiase
Topics covered
- retirement planning
- investing
- Roth accounts
- college savings
- bonds
- financial advice
Keywords
- retirement questions
- high-yield savings
- brokerage money market funds
- backdoor Roth
- 529 college savings
- bond funds
- financial advisors
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