Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483

Published: May 28, 2024, 11 a.m.

Are women better investors and financial planners? Today on Your Money, Your Wealth\xae podcast 483 with Joe Anderson, CFP\xae and Big Al Clopine, CPA, three different husbands want to retire, while their wives feel they need to work longer. Can Jack and Diane, Mark and Belle, and Mike and his wife hit the slopes now, or do they need to keep wearing their suits? Joe and Big Al spitball on who\u2019s right. Plus, should Ellie take her pension in a lump sum or in monthly annuity payments? The fellas also consider a solo 401(k) strategy for self-employed types from our buddy Will. Free financial resources and transcript: https://bit.ly/ymyw-483

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Timestamps:

00:00 - Intro

00:40 -\xa0Can We Retire Now or Do We Need to Wait a Few Years? (Jack & Diane, Houston - voice)

09:35 - How to Bridge the Gap in Early Retirement? (Mark & Belle, VA)

19:44 - Help Me Convince My Wife to Retire This Summer! (Michael, MN)

26:28 - Should I Take the Pension Lump Sum or Monthly Annuity Payments? (Ellie, PA)

31:52 - How\u2019s My Solo 401(k) Contribution Strategy? (Will)

36:51 - The Derails