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Retire With Purpose

Retire With Purpose

Talking Real Money - Investing Talk

December 17, 202439m 38s

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Show Notes

On today's podcast:


0:56 Retirement Planning and Purpose


5:15 Finding Meaning Beyond Work


6:10 The Value of Part-Time Engagement


9:54 Navigating Retirement Accounts


14:09 Deciding on Roth Conversions


18:30 Market Timing and Investment Strategy


24:32 Understanding Fund Diversification


30:46 Adjusting Portfolio Allocations


34:55 Smart Roth IRA Contributions


37:32 Managing Risk in Retirement Planning


41:38 Choosing the Right Financial Advisor


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