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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Feb 11, 2022

Today we’re opening up the mailbag for three financial questions many people will find helpful. Join us as we discuss the requirements for withdrawing inheritance money, why a Roth conversion might make sense, and how to prepare for a forced retirement.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:25 – Mailbag question on inheritance withdrawals

1:57 – Question on Roth conversions

4:50 – Question about preparing for forced retirement

7:11 – Money Map retirement review is concise and simple