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 -...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)