26 min listen
A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?
A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?
ratings:
Length:
70 minutes
Released:
Nov 8, 2023
Format:
Podcast episode
Description
If you’re a regular listener, you probably know that we already did an “ultimate” Traditional vs. Roth 401(k) episode this year. “Katie,” you might be saying, “Do you mean to tell me that the ultimate strategy was…*gasp* wrong?”
We put my strategy to the test with Eric Jones, CFP® with the Hook Jones Group at Baird Private Wealth Management, to find out.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/cfp-ultimate-traditional-vs-roth-strategy.
—
Reminder: We are not licensed financial professionals, and this is not financial advice. Please do your own due diligence.
Learn more about your ad choices. Visit megaphone.fm/adchoices
We put my strategy to the test with Eric Jones, CFP® with the Hook Jones Group at Baird Private Wealth Management, to find out.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/cfp-ultimate-traditional-vs-roth-strategy.
—
Reminder: We are not licensed financial professionals, and this is not financial advice. Please do your own due diligence.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Nov 8, 2023
Format:
Podcast episode
Titles in the series (100)
#1: HOME OWNERSHIP RANT | My Real Beef with the Debate: The home ownership debate (to rent or to buy?) is heated and – I would argue – frustrating. Today, I'm diving into my REAL beef with the, "Renting is throwing your money away," condescension – in the hopes that young people will learn how to run the numbers instead of relying on conventional wisdom.ARTICLES REFERENCEDWhen the Math Supports Buying Your Primary ResidenceOur Net Worth is More than $500,000 – Here's Why We Choose to RentWhy Your House is a Terrible Investment (JL Collins) by The Money with Katie Show