Ep #4: How Your Financial Feelings Factor Into Retirement

Financial Forum Podcast

Jul 18 2019 • 20 mins

Have you ever been told to put your emotions aside when it comes to money? Well, that’s not always the case for retirement. Your opinions – or financial feelings – can play a big part into your plan. By factoring those feelings into your future, you can set yourself up for a retirement that fits you best.

Listen to today's episode to learn more and click here to read the show notes. ----more----

Take a look at the full rundown for this episode:

1:05 – Where are you going to live after retirement and should you downsize?

3:05 – How important is it for you to leave behind a legacy to your family or a charity?

4:15 – Are you someone that wants to be involved in the details of the retirement plan?

6:26 – What’s your feeling about the market? Are you comfortable with volatility and risk?

Mailbag

9:17 – Once my 401K is maxed out, where should my savings go next?

12:46 – Confusion about Roth conversions and my eligibility.

15:42 – Is it foolish to considering at 57 to take care of my parents?