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Podcast: Marriage Kids and Money: Personal Finance for Families
Episode: How to Think About Tax Diversification for Retirement
Description: How do you decide between Roth and traditional investing when you want flexibility in the future? We kick off the show by answering a listener question from Liz about how much to invest in Roth versus traditional accounts. We walk through tax diversification, the three bucket strategy, and how to think about today’s income versus retirement so your family can build wealth with options.
Next, we sit down with Anthony Rojas from Georgia for our Net Worth Win segment. Anthony shares how his family built an $868,000 net worth by age 39, the financial lessons shaped by his up...