Podcasts Business Investing Your Money, Your Wealth Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463

Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463

Published: Jan. 9, 2024, noon

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We\\u2019re revisiting your favorite Your Money, Your Wealth topics and Derails of 2023 in this Roth and retirement investing mega-episode. Safe investing when you\\u2019re risk averse, mutual funds vs. ETFs, stable value funds, and estimating retirement income needs when you\\u2019re a young saver with a pension made the YMYW best of 2023 on the investing side. On the Roth side, what to do when there\\u2019s too much money in your traditional IRA, whether Roth conversions are really as good as they sound, and who\\u2019s right about the Roth conversion strategy, our listener or his advisor?\\xa0

Timestamps:

  • 01:05 - How to Safely Invest and Protect $400K When You\\u2019re Risk Averse (Tyler, OH \\u2013 voice - from episode 425, among YMYW most popular 2023 episodes on YouTube)
  • 07:43 - Stable Value Fund Vs. Brokerage Account for Living Expenses? (Sharon, Waukesha - voice - from episode 424, among YMYW most popular 2023 episodes on Apple Podcasts)
  • 17:02 - Mutual Funds vs. ETFs in a Tax-Advantaged Account? (Midwestfabs, St Paul, MN from episode 420, among YMYW most popular 2023 episodes on Spotify)
  • 23:40 - How Should Young Savers Invest Pensions and Estimate Retirement Income Needs? (Adam, Oregon - from episode 413, among YMYW most popular 2023 episodes on Spotify)
  • 29:43 - I\\u2019m Not Sure Roth Conversions Are as Good as They Sound! (Christine, Seattle - from episode 440, among YMYW most popular 2023 episodes on\\xa0 Apple Podcasts)
  • 39:31 - Who\\u2019s Right About My Roth Conversion Strategy, Me or My Financial Advisor? (Brad, Sarasota, FL - from episode 409, published at the end of 2022, but one of our 2023 top viewed on YouTube)
  • 49:17 - We Have Too Much in Traditional IRA. How\'s Our Roth Conversion Plan? (Kelly, Idaho - from episode 423, among YMYW most popular 2023 episodes on YouTube)
  • 01:00:59 - The Best YMYW Derails of 2023

Access this week\'s free financial resources in the podcast show notes at\\xa0https://bit.ly/ymyw-463\\xa0

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