Podcasts Business Investing Your Money, Your Wealth Can You Shorten Your Working Years? - 447

Can You Shorten Your Working Years? - 447

Published: Sept. 19, 2023, 11 a.m.

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Can Sven and Olga in Minnesota shorten their working years? Should PJ in Michigan take his pension lump sum or the annuity payments, and should he maintain an aggressive asset allocation in retirement? Plus, the fellas spitball early retirement strategies for Joe in Massachusetts and Nick in California, and they discuss how to tell the difference between post-tax contributions and pre-tax funds converted to Roth at tax time for Victor.\\xa0

Timestamps:

  • 00:45 -\\xa0Can We Shorten Our Working Years? (Sven & Olga, MN)
  • 07:50 - Pension Lump Sum or Annuity? Aggressive Asset Allocation in Retirement? (PJ, Michigan)
  • 23:31 - Can We Retire at Ages 55 and 52? (Joe, MA)
  • 29:54 - Help Me Spitball Some Retirement Goals (Nick, CA)
  • 35:07 - Post-Tax Contributions and Pre-Tax Funds Converted: How to Tell the Difference? (Victor)
  • 39:40 - The Derails

Access this week\'s free financial resources in the podcast show notes at\\xa0https://bit.ly/ymyw-447\\xa0

  • Retirement Income Strategies Guide
  • Register for the Investing 101 webinar, Wednesday, Sept 27, 12pm PT
  • Episode Transcript
  • Ask Joe & Big Al On Air for your Retirement Spitball Analysis
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