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GRFTFS: We Disagree on How Much We Need to Retire!

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Manage episode 517580937 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.

"My spouse and I disagree on how much we need to retire. I think we’re fine with $1 million, she’s convinced we need $2 million. Who’s right — and how do we find out?" We're answering YOUR questions on this week's Get Ready For The Future Show!

  • I’m 66 and planning to downsize next year. We’ll have about $200,000 left over after the move. Should we invest it or use it to generate income?
  • I’m 61 and recently inherited an IRA from my brother. I’ve heard the rules are different for inherited IRAs now — what do I need to know?
  • We’re both 56 and still carrying a small mortgage and two car payments. Should we prioritize paying those off before retirement, or just keep the payments and keep investing?

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 aired10/29/2025

  continue reading

681 episodes

Artwork
iconShare
 
Manage episode 517580937 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.

"My spouse and I disagree on how much we need to retire. I think we’re fine with $1 million, she’s convinced we need $2 million. Who’s right — and how do we find out?" We're answering YOUR questions on this week's Get Ready For The Future Show!

  • I’m 66 and planning to downsize next year. We’ll have about $200,000 left over after the move. Should we invest it or use it to generate income?
  • I’m 61 and recently inherited an IRA from my brother. I’ve heard the rules are different for inherited IRAs now — what do I need to know?
  • We’re both 56 and still carrying a small mortgage and two car payments. Should we prioritize paying those off before retirement, or just keep the payments and keep investing?

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 aired10/29/2025

  continue reading

681 episodes

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