Podcasts Business Investing Your Money, Your Wealth The Real Keys to Being Rich and Truly Wealthy - 214

The Real Keys to Being Rich and Truly Wealthy - 214

Published: March 26, 2019, 4 p.m.

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Brian Portnoy, Ph.D., CFA\\xae (author, The Geometry of Wealth) on the difference between being rich and wealthy, and how to achieve both. Plus, what about tax brackets? Joe and Big Al respond to a challenge of their critique of Ric Edelman\'s critique of the Roth IRA. And they answer questions that stress the importance of understanding financial vocabulary in retirement planning: Roth contributions vs. conversions, the Roth 5-year clock, and the difference between transfers and rollovers. Transcript & show notes: http://bit.ly/YMYW-214

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