On this episode of the Let’s Talk Future show, Michael and John start by discussing the importance of using a Roth IRA and how it can help grow your retirement fund. They answer an email and two calls from listeners and help them learn more about Roth.
In the next half of the show, the hosts explain a common question they receive from listeners and clients about selling investments during this prosperous economic period.
Listen below to hear what they have to say and skip to the section you want using the timestamps provided.
This show is all about the Future, specifically your future and your finances.
Quote of the day:
“If you take care of the minutes, the years will take care of themselves.” – Rick Hanson
Timestamps:
- 3:20 – Email about tax withholdings and Roth conversions
- 10:00 – Caller concerned about retirement plan
- 16:30 – Caller troubled with son needing to rename benefits for their IRAs
- 23:00 – Text about selling investments with the market at an all-time high
- 32:00 – Call about estate planning and how to give houses to their children
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