Skip to main content

Are These Two Funds the Only Ones You Need for Life? Paul Merriman on YMYW podcast ep. #209


Today on Your Money, Your Wealth podcast #209: Nationally recognized investing expert Paul Merriman makes the case that owning only two funds for life is a "home-run" investing strategy for some investors. Plus, Joe and Big Al answer your money questions: how should teachers, and others without Social Security or pension, save for retirement? How do you record flexible spending account contributions on your taxes? How long should you keep your tax records? And of course, this wouldn’t be YMYW without some talk about Roth IRAs - specifically, making Roth conversions and back door Roth contributions. Listen to the podcast, read the transcript and see the show notes for resources and giveaways: :46 - Paul Merriman: Teaching Financial Literacy to Kids and 2 Funds For Life 12:43 - Paul Merriman: 2 Funds For Life 21:54 - Teachers: How to Save for Retirement Without Social Security or Pension 28:39 - SEP IRA, Solo 401(k), Company 401(k) and Roth Conversions 31:31 - Back Door Roth Contributions 33:34 - How Long Should I Keep Tax Records? 36:23 - How Do I Record My FSA Contributions on My Taxes? If you would like to schedule a free assessment with one of our CFP® professionals, click here: Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthPodcast...(read more)


LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
https://inflationprotection.org/are-these-two-funds-the-only-ones-you-need-for-life-paul-merriman-on-ymyw-podcast-ep-209/?feed_id=42435&_unique_id=637dd5416e917 #Inflation #Retirement #GoldIRA #Wealth #Investing #2fundsforlife #AlanClopine #backdoorrothcontribution #financialplanningbrea #financialplanningirvine #financialplanningsandiego #flexiblespendingaccountcontributions #fsacontributionsandtaxes #howlongshouldikeeptaxrecords #paulmerriman #paulmerriman2fund #purefinancial #purefinancialadvisors #RothIRA #rothiraconversion #smallcapinvesting #targetdatefunds #Teachersretirement #YourMoneyYourWealth #SEPIRA #2fundsforlife #AlanClopine #backdoorrothcontribution #financialplanningbrea #financialplanningirvine #financialplanningsandiego #flexiblespendingaccountcontributions #fsacontributionsandtaxes #howlongshouldikeeptaxrecords #paulmerriman #paulmerriman2fund #purefinancial #purefinancialadvisors #RothIRA #rothiraconversion #smallcapinvesting #targetdatefunds #Teachersretirement #YourMoneyYourWealth
Labels:

Comments

Post a Comment

Popular posts from this blog

This is how Gold Performs when Inflation is High | Gold Investing | Hedge Against Inflation

Get free access to our latest research idea instantly. Visit: Is gold the best hedge against inflation? Find out… Gold is back in the news as inflation soars. Investors are once again showing interest in the yellow metal as a hedge against inflation. But what do the charts say? How well does gold perform when inflation is high? Find the answer in this video. #Gold #Hedging #Inflation *Stay Connected with Brijesh Bhatia*   △ Brijesh Bhatia’s YouTube Playlist: △ Brijesh Bhatia’s Telegram Channel: △ More on Brijesh Bhatia: △ Brijesh Bhatia Latest Ideas:  *Stay Connected with Equitymaster* ✅ Latest Research Idea: ✅ Free Reports: ✅ Telegram: ✅ Twitter: ✅ Google News: This video is for information purposes only. It is not a stock recommendation and should not be treated as such. Please read our Terms of Use and Privacy Policy here - ... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: ...
Post a Comment
Read more

Yandel&Feid - Yandel 150 - Zumba®fitness with Ira @yandel

✔ Subscribe to Channel - ✔Instagram - ✔Facebook - You like this video - PUT A THUMBS UP AND LEAVE COMMENTS! ----------------------------------------------------------------------------------------------------------- Hello! I'm irina goron, and I live in Jerusalem. I've been a ZIN™ Member since Mar 2011 and I absolutely love teaching Zumba classes. The reason is simple: Every class feels like a party! I am currently licensed to teach Zumba, Zumba® Toning, Zumba Sentao®, Zumba Gold®, Zumba® Kids & Kids Jr., Zumba® Step. Come join me, I guarantee you will have a blast! Got questions, don't hesitate to drop me a message! ----------------------------------------------------------------------------------------------------------- Jerusalem 2020! Enjoy my zumba friends! Song: Yandel&Feid - Yandel 150 Choreo: Ira Goron... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver...
Post a Comment
Read more

What is Required Minimum Distribution for IRA's, 401K's, etc?

Visit my Channel URL for more related videos. Here’s the link: CLICK COMMENTS BELOW TO SEE MORE. A FREE eBook, MY FREE CATECHISM and MY FREE BIBLE HISTORY (made up of The New Testament and The Old Testament), have the following features: 1. They have an imprimatur, which means it is approved by the Catholic Church. 2. They are up-to-date, but written from a conservative, traditionalist standpoint. 3. They are illustrated with plenty of colorful illustrations, which make the book interesting and easier to read. 4. The eBook, MY FREE CATECHISM, is written in question-and-answer format. Request your FREE copy of MY FREE CATECHISM here: Request your FREE copy of THE BIBLE HISTORY here, which comes in two volumes: The Old Testament and The New Testament: Link from AARP: Link to IRS website: ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Bac...
Post a Comment
Read more