• Retirement Savings: When to Take Your Foot Off the Gas - 528

  • May 6 2025
  • Length: 34 mins
  • Podcast

Retirement Savings: When to Take Your Foot Off the Gas - 528

  • Summary

  • You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana today on Your Money, Your Wealth® podcast 528. Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at 57? How should Big Juan in Texas pay for college? Should he convert his TSP to Roth? Can he retire at 55 And finally, Frank and Jane Drebin in Wisconsin are 46 and 47 and wondering if their plan for retirement in 5 years is just a pipe dream.

    Free financial resources & episode transcript: https://bit.ly/ymyw-528

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    Timestamps:

    00:00 - Intro: This Week on the YMYW Podcast

    01:13 - Can I Take My Foot Off the Gas on Saving for Retirement? (Ron and Veronica, IN)

    09:48 - Watch What Happens to Your 401(k) & IRA at Retirement? On YMYW TV and Download The Retirement Readiness Guide

    10:43 - How to Bridge the Gap from Age 55 to Retirement Income at 57? (Scott, IL)

    20:04 - How to Fund College? TSP to Roth Conversions? Retirement at 55? (Big Juan, TX)

    24:45 - Calculate Your Free Financial Blueprint

    25:45 - We're 46 and 47, Is Our Retirement Plan a Pipe Dream? (Frank and Jane Drebin, WI)

    32:26 - Next Week on the YMYW Podcast

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