Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 with Joe Anderson, CFP® 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's 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 Withdrawal Trap Doors: How to Avoid Them - Watch YMYW TV Withdrawal Strategy Guide - free download Subscribe to YMYW on YouTube - comments are now open! Ask Joe & Big Al On Air for a Retirement Spitball Analysis Schedule a Free Financial Assessment Timestamps: 00:00 - Intro 00:40 - Can 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's My Solo 401(k) Contribution Strategy? (Will) 36:51 - The Derails
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and w...