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Category: Retirement

125 results found
ultimate guide

401(k) – Your Ultimate Guide

Getting started with a 401(k) is easy. But, sticking with it and avoiding mistakes is hard. Money Guy covers it…

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ultimate guide

Retirement – Money Guy’s Ultimate Guide

Drowning in retirement planning jargon and confused about which accounts to open first? Cut through complexity and craft a personalized…

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episode

An 8% Withdrawal Rate Is DANGEROUS | Financial Advisor Explains

Your withdrawal rate determines how much you need invested to support yourself in retirement. If you can safely withdraw more,…

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episode

Financial Advisor Explains: Backdoor and Mega Backdoor Roth Conversions

Building wealth and saving big on taxes? That’s where Roth accounts shine. Let’s dive into how to leverage Roth strategies…

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article

Here’s Why Roth Isn’t Always Better Than Pre-Tax

We’ve been known to refer to Roth accounts as the apex predator of building wealth. They have the incredible ability…

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