Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about taxes on inherited real estate, Roth conversions, and saving for retirement with irregular income.
Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Today’s show is all about why values-based planning is so important.
When planning for financial independence, you still need to plan for things other than finances, like what you will do with your free time. We’re talking about the life side of retirement today. What are you doing with your time and your energy? Grab a pen and paper and answer these questions for yourself.
What is your retirement savings for, and what are you working toward? We’ll focus on the non-financial side of retirement and talk about those questions today.
Today we’re talking about financial questions we have received and how they might help you. You might find yourself in a similar situation so hopefully some of this guidance can benefit you or someone you know.