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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)


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