Personal Financial Growth: The Retirement Podcast
Jason T. Micheli: Financial Advisor and Investment Manager
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Top Questions About Retirement Investing
Today we answer top questions about retirement investing from our listeners and readers. Topics include: How can I calculate how much I truly need to save for retirement? If my investments are large enough, can I stop saving for retirement? When should I start collecting social security? When is the best time to convert traditional IRAs to Roth IRAs? Should we refinance our jumbo loan to a conventional loan? How do HSAs work? ———————— Investing Resources Free Financial Assessment: https://einstokwealth.com/start-here Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/ More Resources: https://einstokwealth.com/links/ ———————— Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States. To enquire about working with Jason, start here: https://einstokwealth.com/start-here To learn more about Jason, visit https://einstokwealth.com/jason-micheli ———————— ©2023 Jason T. Micheli. All rights reserved.
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