This week, Andrew and I answer your money questions about the nitty-gritty of retirement planning, complexities of early retirement strategies, roth conversion ladders, what to do with your cash, common investing misconceptions, US vs. international stock investing, and more.
Andrew joins this week’s podcast as we talk about:
– Retirement planning in today’s money versus future value
– Navigating the complexities of a 457b plan for early retirement
– The logistics and benefits of a Roth conversion ladder
– Deciding when to stop contributing to a 401k on the path to early retirement
– Estimating and projecting future expenses
– Dispelling myths about investing solely in US-based index funds
– Strategic options for investing a large sum of cash
– Practical tips for tracking HSA reimbursements
Show References:
- Mad Fientist – How to access retirement funds early
- Inside Out Money episode #077 – Listener Q&A – Debt, Savings, Windfalls, Deferred Compensation, Withdrawal Strategies, and more!
- Inside Out Money episode #081 – Listener Q&A – 401(k) vs. roth 401(k), Budgeting, Automation, Decluttering, Early Retirement, and more!
- Inside Out Money podcast #033 – Step-by-step path to grow wealth – The investment walk to financial freedom
- Inside Out Money episode #003 – How and why to invest in index funds
- Inside Out Money episode #039 – What’s in our wallet? Our index funds, accounts, and more!
- Book: The Simple Path to Wealth
- Inside Out Money podcast #023 – 4 reasons HSAs are awesome and how to maximize the benefits of Health Savings Accounts
- Inside Out Money episode #116 – Our favorite financial books and podcasts, with a few surprising gems!