George and Weezy in the land of Lincoln will have deferred compensation and wonder if they can retire in mid-2026, or even earlier. Will they have enough? Should Jenn in Ohio move with work, take a break, or just retire? She asks Joe Anderson, CFP® and Big Al Clopine, CPA for a brutally honest spitball, today on Your Money, Your Wealth® podcast 538. Plus, Seth isn’t sure if he can afford to stay retired at age 52, and whether he should convert his retirement savings to Roth, so he uses an AI voice to ask the fellas for his spitball. And Leon uses his real voice to ask whether REIT ETFs are a good way to get into real estate investing.
Free financial resources & episode transcript: https://bit.ly/ymyw-538
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Timestamps:
00:00 - Intro: This Week on the YMYW Podcast
01:03 - Can “George and Weezy” Retire in 2026 or Earlier With Deferred Compensation? (IL)
12:17 - Pop Quiz, Retirement Readines Guide
13:02 - Should I Move With Work, Take a Break, or Retire Now? Be Brutally Honest (Jenn, OH)
17:43 - Can I Stay Retired at Age 52? Should I Convert Retirement Savings to Tax-Free Roth? (Seth, Montana, AI voice)
24:34 - Ask Joe & Big Al for your Retirement Spitball Analysis, Schedule a Free Financial Assessment
25:30 - Are REIT ETFs a Good Way to Get Into Real Estate Investing? (Leon, Chicago - voice)
33:56 - Request a Free Kindle Copy of The Best of Jonathan Clements, Watch or Listen to “The Payoff is Huge”: Jonathan Clements’ Final Initiative to Empower Lifelong Savers