Retire With Purpose
Dec 17, 2024•45 min•Transcript available on Metacast Episode description
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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