
Too Much 401k Money? The $3M Roth Conversion Problem - 579
Apr 28, 2026 - 46:21
Radio and PodcastLive Radio & Podcasts
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can really walk away yet. M...
You Have Enough to Retire Before 60. Why Are You Still Working? - 580 is an episode from Your Money, Your Wealth by Your Money, Your Wealth. Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA,...
This episode belongs to Your Money, Your Wealth.
Use the player on this page to stream the episode online.
Published May 5, 2026, 45:58 long, audio available.
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can really walk away yet. Martha in DC is 44 and says her soul is being sucked out of her body by her employer. When can she stop working full-time and foster puppies instead? “Bandit” is bullish on his company stock in archeology instruments, but not so much on his work itself. “Kevin” is staring down a wall of deferred comp and needs a spitball on how aggressive his and “Winnie’s” Roth conversion strategy should be before RMDs hit. Can both “Bandit and Chilli” and “Kevin and Winnie” call it quits this year? Free Financial Resources in This Episode: (full show notes & episode transcript) Tax-Free Retirement Guide - free download: Retirement Readiness Guide - free download: 401(k) After Retirement? Here Are Your 4 Options (And The Costly Mistakes) - YMYW TV: Financial Blueprint (self-guided): Financial Assessment (Meet with an experienced professional): REQUEST your Retirement Spitball Analysis: DOWNLOAD more free guides: READ financial blogs: WATCH educational videos:
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You Have Enough to Retire Before 60. Why Are You Still Working? - 580 is an episode from Your Money, Your Wealth by Your Money, Your Wealth.
This episode is 45:58 long.
This episode was published on May 5, 2026.
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You Have Enough to Retire Before 60. Why Are You Still Working? - 580 is from Your Money, Your Wealth by Your Money, Your Wealth.
Published May 5, 2026 and 45:58 long