Are These Retirement Investment Strategies On Track? - 280
Your Money, Your Wealth - Podcast tekijän mukaan Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tiistaisin
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Joe and Big Al take a look at an investing strategy a listener set up for his parents, and they run the numbers on their variable annuity. They also kick the tires on an early retirement plan and they discuss equity allocations in a portfolio. And since no YMYW is complete without some Roth talk, how might Roth contributions for grandkids affect college financial aid? Send in money questions and access the episode transcript and free financial resources in the podcast show notes: https://bit.ly/YMYW-280
