Posts tagged 72t
#460 - What Should I Know Before Using 72T to Fund Retirement?
#460 - What Should I Know Before Using 72T to Fund Retirement?

When planning your retirement journey it is imperative that you fully explore and understand the options available. On this episode of Retirement Answer Man, Shane asks about the best ways to access his retirement accounts early.

Taylor Schulte from Define Financial joins me in the listener questions segment to discuss Shane’s question by clarifying the rule of 55 and 72(t), the ups and downs of using his fiduciary to prepare Jay’s taxes, and how to fund the first 5 years of retirement.

Don’t miss out on the answers to questions from listeners like you. Tune in to hear if Taylor’s response matches my own.

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PodcastsRoger Whitneylistener questions, Taylor Schulte, rule of 55, 72t
#442 - Can I Count on Average Returns and Inflation for Retirement?
#442 - Can I Count on Average Returns and Inflation for Retirement?

Many people are concerned about markets and inflation right now, but rather than focusing on this in today’s episode, I’ll answer your investment strategy questions. I choose to focus on strategy because if you can create a feasible, resilient retirement strategy, you’ll be able to weather all kinds of economic uncertainties.

Make sure to stick around until the end to hear an interesting interview that may challenge you to rethink your preconceived ideas. You won’t want to miss it if you are open to hearing different perspectives.

If you are looking for a fast pass to get your retirement question answered, record an audio question at RogerWhitney.com/askroger.

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PodcastsRoger Whitneylistener questions, Amy Bloom interview, inflation, ETFs, 72t