What is the Best Age to Retire, Financially Speaking? - Your Money, Your Wealth® podcast 331

Today on Your Money, Your Wealth® podcast 331 with Joe Anderson, CFP® and Big Al Clopine, CPA: As you age, your portfolio grows, but your time to spend it shrinks. So from a financial perspective, what is the ideal retirement age? Plus, if you aren’t seeking FIRE (financial independence, retire early) but instead have achieved FAHR (financial abundance, happily retired), should you do Roth conversions to the top of the 37% tax bracket? Should you stop investing and start saving cash as retirement approaches? If you’re maxing out your retirement accounts, is it a good idea to now take advantage of a deferred comp plan? Is participating in an employee stock purchase plan (ESPP) putting too many eggs in one basket? And finally, how should you pay for long-term care insurance? Podcast show notes, Ask Joe & Big Al On Air: https://bit.ly/YMYW-331

00:00 - Intro
01:01 - Financially Speaking, What is the Best Age to Retire? (Phil, Alabama)
05:55 - $13M Portfolio: Should We Convert $1M to Roth? (George, Ledbetter, TX)
13:37 - Should I Stop Investing for Retirement and Build Up Cash? (Kerry, KS)
18:08 - Should I Save to Deferred Comp Plan? (Adam, Franklin, TN)
28:34 - Is Participating in My Employee Stock Purchase Plan Putting Too Many Eggs in One Basket? (Mike, DC)
36:45 - How Should We Pay for Long-Term Care Insurance? (Mike, AR) 

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• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
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• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

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