Top Questions About Retirement Investing

Personal Financial Growth: The Retirement Investing Podcast

English - September 26, 2023 12:25 - 15 minutes - 28 MB - ★★★★★ - 2 ratings
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Previous Episode: What Retirement Accounts to Use

Next Episode: The Decision Making Process in Investing

Today we answer top questions about retirement investing from our listeners and readers. Topics include:

How can I calculate how much I truly need to save for retirement? If my investments are large enough, can I stop saving for retirement? When should I start collecting social security? When is the best time to convert traditional IRAs to Roth IRAs? Should we refinance our jumbo loan to a conventional loan? How do HSAs work?

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Investing Resources

Free Financial Assessment: http://start.ein.la

How I Invest: http://taxes.ein.la

Tax-Efficient Investing: http://inside.ein.la

More Resources: http://links.ein.la

How an HSA can boost your retirement savings

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Jason T. Micheli, PhD is a wealth manager in Orange County, CA serving clients all across the United States.

To enquire about working with Jason, start here: http://start.ein.la.

To learn more about Jason, visit http://jason.ein.la