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Talking Real Money - Investing Talk

July 20, 202422m 37s

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Show Notes

In this Q&A session:


0:07 Die with Zero concept and spending for experiences


1:37 Audience member's humorous desire for a bounced check


9:22 Bill Perkins' extravagant birthday celebration and giving away wealth


11:19 Importance of enjoying life and family experiences


13:53 Valuable life lessons and considerations on money management


17:22 Avoiding risky investments when saving for short-term goals


18:36 Precautions and considerations for Roth conversions


20:25 Impact of Roth conversions on Social Security and taxation


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