35 min listen
6 Money Strategies for Down Markets Depending on Your Goals - 379
6 Money Strategies for Down Markets Depending on Your Goals - 379
ratings:
Length:
49 minutes
Released:
May 24, 2022
Format:
Podcast episode
Description
As bear market territory freaked out some investors, YMYW listeners were a bit more chill as Joe and Big Al spitballed on their specific strategies to manage the decline: does it make sense to move to cash inside your retirement account? How do down markets impact Roth Conversion decisions for older investors? What should your asset allocation be now, during market volatility, if you’re expecting a future windfall? How should you manage the relationship with your financial advisor if they buy high and sell low in your investment portfolio? Should you leave a partially vested pension to grow, or withdraw the money now and convert to Roth? What’s the best way to withdraw from an IRA in a down market? Show notes, free financial resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-379
Released:
May 24, 2022
Format:
Podcast episode
Titles in the series (100)
4 Retirement Plan Loopholes That Could Close Soon - 20: Aired: 4/9/2016 11 AM:: Big Al and Joe share four retirement account loopholes that could close soon. Plus, what you need to know about the recent changes to Social Security and how that could have a huge impact on your retirement. by Your Money, Your Wealth