Retire With Purpose

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

Previous
Previous

Bonds. Why, Bonds?

Next
Next

Tariffs and Investments