Attorney-CPA Joe Cordell and co-host Jill Albers discuss many of the changes that have occurred in the economy and how it affects the methodology of saving money and planning for retirement. They dive into the various forms of benefits that an IRA and a 401K include and the differences between the two.
Joe also talks about the impact of the tax law that President Trump signed in 2018, and how it may impact an IRA or a Roth IRA. They also discuss the possibility of traveling and how being active in your retirement years can affect your funds.
By staying active, you can explore more of the world, but Joe and Jill both highlight the drawbacks of acquiring a part time job in your retirement years that may impede some of your activities or travels.
Joe and Jill also discuss the individuals who go into retirement with mortgages and how that can affect their retirement funds.
Then, Joe and Jill are joined by roving reporter and online editor Dan Pearce, who breaks down the investigation and estate plan issues surrounding Nathan Carman and his family.