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GRFTFS: Too Conservative with Our Investments?

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Manage episode 501966150 series 3033836
Content provided by GenWealth Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenWealth Financial Advisors 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.

"We’re 60 and worried we’re too conservative with our investments. We’ve got $850,000 but very little in stocks. Is it too late to adjust our risk?" We're answering YOUR questions on this week's Get Ready For The Future Show!

I’m 62 and just started collecting Social Security, but I also inherited a small IRA from my sister. What are the tax implications of that inheritance? I’m 45, remarried, and have kids from a previous marriage. How do I structure my estate plan so everyone’s protected fairly? We’re both retiring in two years, and we’re not sure whether to move our 401(k)s to IRAs or leave them where they are. What’s the difference?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!

Originally aired 8/20/2025

  continue reading

675 episodes

Artwork
iconShare
 
Manage episode 501966150 series 3033836
Content provided by GenWealth Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenWealth Financial Advisors 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.

"We’re 60 and worried we’re too conservative with our investments. We’ve got $850,000 but very little in stocks. Is it too late to adjust our risk?" We're answering YOUR questions on this week's Get Ready For The Future Show!

I’m 62 and just started collecting Social Security, but I also inherited a small IRA from my sister. What are the tax implications of that inheritance? I’m 45, remarried, and have kids from a previous marriage. How do I structure my estate plan so everyone’s protected fairly? We’re both retiring in two years, and we’re not sure whether to move our 401(k)s to IRAs or leave them where they are. What’s the difference?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!

Originally aired 8/20/2025

  continue reading

675 episodes

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