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Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Backdoor Roths, Target Date Funds, and Real-Life Decisions: Money Matters Breaks It Down

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Manage episode 522306774 series 3548148
Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ready to stay informed about today’s highly searched retirement topics and financial planning questions? The latest Money Matters Podcast with Wes Moss and Christa DiBiase brings together real-world case studies, retirement strategies, and economic context to help listeners think clearly about long-term decisions.

• Reconsider how to frame financial inheritance and lifelong money habits by emphasizing independence, planning skills, and non-monetary lessons.

• Reflect on a story about balancing parental support with maintaining retirement priorities, including decisions around student loan assistance for adult children.

• Review how Target Date Funds work—covering structure, glide paths, and withdrawal considerations—and assess how often individuals may revisit retirement plans based on lifestyle or market changes.

• Track the ongoing conversation around backdoor Roth IRA strategies and compare the broader points often considered in the Roth vs. Traditional IRA evaluation, from FIRE approaches to traditional retirement timelines.

• Observe how artificial intelligence is reshaping labor market trends and identify emerging fields—technology, agriculture, home services, estate planning—affected by demographic shifts and innovation.

• Examine the considerations related to managing one-time payments such as settlements or back pay, including the potential impact of timing on taxable income.

• Enjoy a light segment on popular apple varieties as an illustration of everyday value-focused consumer choices.

• Clarify how to think about retirement readiness by evaluating predictable income sources alongside your total savings picture.

This episode provides grounded, educational context without predictions or guarantees. Listen and subscribe to the Money Matters Podcast to stay informed and connected to today’s most relevant conversations in personal finance and retirement planning.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 522306774 series 3548148
Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ready to stay informed about today’s highly searched retirement topics and financial planning questions? The latest Money Matters Podcast with Wes Moss and Christa DiBiase brings together real-world case studies, retirement strategies, and economic context to help listeners think clearly about long-term decisions.

• Reconsider how to frame financial inheritance and lifelong money habits by emphasizing independence, planning skills, and non-monetary lessons.

• Reflect on a story about balancing parental support with maintaining retirement priorities, including decisions around student loan assistance for adult children.

• Review how Target Date Funds work—covering structure, glide paths, and withdrawal considerations—and assess how often individuals may revisit retirement plans based on lifestyle or market changes.

• Track the ongoing conversation around backdoor Roth IRA strategies and compare the broader points often considered in the Roth vs. Traditional IRA evaluation, from FIRE approaches to traditional retirement timelines.

• Observe how artificial intelligence is reshaping labor market trends and identify emerging fields—technology, agriculture, home services, estate planning—affected by demographic shifts and innovation.

• Examine the considerations related to managing one-time payments such as settlements or back pay, including the potential impact of timing on taxable income.

• Enjoy a light segment on popular apple varieties as an illustration of everyday value-focused consumer choices.

• Clarify how to think about retirement readiness by evaluating predictable income sources alongside your total savings picture.

This episode provides grounded, educational context without predictions or guarantees. Listen and subscribe to the Money Matters Podcast to stay informed and connected to today’s most relevant conversations in personal finance and retirement planning.

  continue reading

100 episodes

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