Retirement Answer Man

Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you.  Check out this episode to...

Show Notes

Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you. 
Check out this episode to listen to these listener questions and stick around until the end to hear Kevin Lyle’s relief at no longer having to keep up with the Joneses. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [2:05] What is the ideal mix between before and after-tax retirement accounts?
  • [6:46] What to do about a fee-heavy investment account
  • [11:00] Finding a financial planner
  • [12:09] The impact on energy levels
  • [13:58] Saving for kids’ education
  • [18:17] How to open a Roth with a high-income
BRING IT ON 
  • [21:05] Keeping up with the Joneses
TODAY’S SMART SPRINT SEGMENT 
  • [26:08] Check the way you compare yourself to others
Resources Mentioned In This Episode
Andy Panko’s advisor referral list
Garrett Planning Network
NAPFA
BOOK - Outlive by Peter Attia
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

What is Retirement Answer Man?

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com