Episode 254
Why You May Not Want to “Plan and Invest Like the Rich."
July 23, 202511m 43s
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Show Notes
Hey, Mike. I'm 60 years old with 1,200,000.0 in a traditional IRA. Should I convert 120,000 each year so I don't have to worry about RMDs? Discover the trap set by trying to plan and invest like someone else. Listen as Mike breaks down the importance of building a plan and a portfolio that works for your specific situation.
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Topics
retirementpersonal financeinvestinginsuranceannuitiesstock market