Ep 34: Are You Saving in the Wrong Retirement Accounts?

 
 

When saving for retirement, it is important to know what types of accounts you are saving in and if they are the most effective ones to help you reach your goals. On this episode, we discuss what the different types of accounts are, what they are effective at, and why this is an important consideration for you retirement plan.If you have questions, you can always reach out at hello@brindleandbay.com.

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In this episode:

[1:38] Asset allocation versus Asset location

{3:18} Is an IRA a good investment?

{5:29} So how do I know where to hold different investments?

{7:16} Verify how much you are putting into each account type

Link to YouTube Video Example

{14:02} Evaluate taxes each year

 
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Ep 35: Learning from Grandma’s Financial Wisdom

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Ep 33: How Social Security Is Calculated