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Podcast: The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Episode: Ep 34 - Annuities, Roth Conversions & Avoiding Bad Investment Advice {MAILBAG EPISODE}
Description: Ever wondered what financial questions other listeners are asking? In part 1 of this 2-part listener Q&A special, Josh tackles a range of questions submitted by listeners, covering everything from increasing your retirement savings beyond stocks and real estate to managing 401(k) withdrawals in retirement.Josh offers insights on assessing your personal risk profile before diving into the stock market, and the best timing for Roth conversions to optimize tax efficiency. He also cautions against following unsolicited stock tips from family and friends, stressing the importance of seeking fiduciary financial advice. Plus, he breaks...