Episode#53: Mailbag: IRA Losses, Unemployed Conversions, Severance, “Financial Guys”

Apple PodcastsSpotifyAmazon MusicTuneIniHeartRadioPodbean


The mailbag is full of good questions this week. Two of them touch on IRA issues. One person is concerned about recent losses in their portfolio while another is trying to figure out if now’s the time to do a Roth conversion while in between careers. Bill might get to stop working a year early. Should he? And a great question from Kent. Should he push his friend in the pool for the financial advice he recently gave him?

Share This Post

More To Explore

GOT A SMART MONEY QUESTION?

Do you have a question that we haven’t covered yet? Just leave me a message and your question just might be on my next podcast!

Why Ask A Question?

Although everyone’s situation is different, your question might help hundreds of other people who are in the same boat. Don’t be afraid of the answers, be afraid of not asking the question!

What Do You Get?

The clearest answer I can give on how to address your retirement question and links to resources that may help you.

Don't Have A Microphone?

Just fill out the form below to ask your question!

SCHEDULE A TIME TO MEET

It’s fast and easy to make an appointment with Matt. You can start with a 30-minute conference call or meet in-person at the office in Malvern, PA.