Erik in MN is divorced, and the OC Birdman of South OC is getting divorced. Should Erik contribute to pre-tax retirement accounts or Roth? How should the Birdman and his soon-be-ex time the sale of th

Are there general guidelines on what percentages of your investment portfolio should be in tax-free accounts like your Roth, tax-deferred accounts like your 401(k), and taxable accounts like your brok

What does retirement at age 60 look like for Allison in Northern Virginia? The calculator says Jimmy and Rosalynn in Georgia are on track to reach their retirement goals, even though theyre late sta

Should Peter LemonJello, who has high income, and his wife, who is retired with zero income, file their taxes as married filing separately so they can start Roth conversions? What are the tax implicat

How and what should we teach teenagers about money, to make the next generation financially literate? Thats what CJ in Philadelphia and Teresa want to know, today on Your Money, Your Wealth podcast

Its a voice message extravaganza as Joe and Big Al talk about tax gain harvesting on Dante in New Yorks daughters custodial account, and the tax impacts of Leon in Chicago investing in his brokerag

Were revisiting your favorite Your Money, Your Wealth topics and Derails of 2023 in this Roth and retirement investing mega-episode. Safe investing when youre risk averse, mutual funds vs. ETFs, sta

Can Clark Kents dad in Hutchinson, Kansas retire at age 50? Will Devin in South Carolina be fat and happy or cutting calories if he retires at 59 and a half? Can Scott Magic in Idaho retire to a good

Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no, the other, other Jack and Diane, these are the ones in Rochester, MN) bridge the gap to retirement at a

Joe and Big Al spitball on investing in index funds, bonds, CDs, treasuries, annuities, net unrealized appreciation on company stock, and where to park cash right now. Plus, how do taxes, Roth convers