Building Wealth Beyond Silicon Valley: Coast FI, Pensions, and Roth Conversions

Impossibile aggiungere al carrello

Puoi avere soltanto 50 titoli nel carrello per il checkout.

Riprova più tardi

Rimozione dalla Lista desideri non riuscita.

Riprova più tardi

Non è stato possibile aggiungere il titolo alla Libreria

Per favore riprova

Non è stato possibile seguire il Podcast

Per favore riprova

Esecuzione del comando Non seguire più non riuscita

Building Wealth Beyond Silicon Valley: Coast FI, Pensions, and Roth Conversions

Ascolta gratuitamente

Vedi i dettagli del titolo

Offerte di stagione | 0,99 €/mese per i primi 3 mesi

A seguire 9,99 €/mese – si applicano condizioni. Puoi disdire mensilmente.

What do everyday millionaires, Coast FI, pension decisions, and Roth conversions have to do with your financial future? On this episode of the Money Matters Podcast, Wes Moss and Christa DiBiase tackle a wide-ranging mix of money questions about building wealth, planning for retirement, and understanding the potential financial trade-offs along the way. Meet the “everywhere millionaires” building wealth through hands-on businesses far from the Silicon Valley spotlight. Explore Coast FI and how early saving may factor into the path toward financial independence. Consider how stock exposure, bond funds, and portfolio risk may factor into investment decisions as retirement approaches. Examine the financial considerations facing young high earners managing student loans, taxes, and retirement contributions. Compare pension lump-sum and monthly-payment options, including considerations involving inflation, longevity, and cost-of-living adjustments. Unpack how securities-backed lines of credit may be used for real estate financing, along with borrowing costs, market risk, and potential margin calls. Learn how capital gains and investment withdrawals may affect eligibility for Affordable Care Act (ACA) health insurance subsidies. Review how Roth conversions for inherited or custodial retirement accounts may interact with taxes, withdrawal rules, and long-term retirement planning. Explore Wes’s new book, The Retire Sooner Method, and the research behind his approach to the financial and lifestyle characteristics associated with a happier retirement. From everyday millionaires and Coast FI to pensions, taxes, and Roth conversions, this episode puts some of retirement planning’s biggest questions on the table. Listen to the Money Matters Podcast with Wes Moss and Christa DiBiase, and subscribe for more conversations about investing, wealth building, retirement planning, and financial independence.

Ancora nessuna recensione