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High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566

Your Money, Your Wealth by Your Money, Your Wealth

Jan 27, 202653:19Business

"Mr and Mrs Smith" have nearly $850,000 saved at age 43, but they're very concerned about retirement. "Lucy and Desi" are 58 and 64 with nearly $7 million saved, but they still lie awake wondering if it's enough for thei...

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High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566 is an episode from Your Money, Your Wealth by Your Money, Your Wealth. "Mr and Mrs Smith" have nearly $850,000 saved at age 43, but they're very concerned ab...

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Published Jan 27, 2026, 53:19 long, audio available.

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What is High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566 about?

"Mr and Mrs Smith" have nearly $850,000 saved at age 43, but they're very concerned about retirement. "Lucy and Desi" are 58 and 64 with nearly $7 million saved, but they still lie awake wondering if it's enough for their high-expense life. "Tony and Carmela" are in a similar boat with millions saved at 61 and 59, but they're worried their asset allocation won't get them through their retirement. No matter the numbers, the fears sound exactly the same: will you run out of money in retirement? Turns out overcoming that fear is not about hitting a magic number. We'll find out what it's all about today on Your Money, Your Wealth podcast number 566 with Joe Anderson, CFP®, and Big Al Clopine, CPA. The fellas also spitball Roth conversions, long/short direct indexing capital gains tax strategies for "Juicy Squeeze", working after retirement for Wendi, and how one confusing word can completely change a retirement timing decision for "Jacques and Johana." Free Financial Resources in This Episode: (full show notes & episode transcript) Withdrawal Strategy Guide - free download Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) WATCH 6 Signs You Truly Have "Enough" For Retirement on YMYW TV REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos

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Which podcast is High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566 from?

High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566 is an episode from Your Money, Your Wealth by Your Money, Your Wealth.

How long is this episode?

This episode is 53:19 long.

When was this episode published?

This episode was published on Jan 27, 2026.

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Where can I listen to High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566?

You can listen to High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566 on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

High Net Worth Pre-Retirees Share Their Biggest Fear (Here's How to Calm It) - 566 is from Your Money, Your Wealth by Your Money, Your Wealth.

What are the episode details?

Published Jan 27, 2026 and 53:19 long