There is no shortage of questions when it comes to navigating and planning for retirement.
- How much do I need to save?
- How do I optimize my tax bill and avoid overpaying the IRS?
- When do I take Social Security?
- What should I invest in?
- What investments should I avoid?
The list goes on.
While you’ve likely read or heard helpful answers to all of the big questions, it never hurts to revisit them or get a different perspective.
In fact, some studies suggest that it can take hearing something 7 times before you retain it.
Today on the show, I’m answering listener questions with the Retirement Answer Man himself, Roger Whitney.
Questions like, “What account type is best to invest in after you’ve reached your retirement savings goals?”
And, “What’s the best process for making changes to your investments after learning your portfolio isn’t invested properly?”
If you want to hear our answers to these questions (and more!), you’ll love this episode.
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