Live w/Jim & Anna Episode #13

MainStreet Financial Planning
Live w/ Jim & Anna: Episode #13

Questions discussed in this episode:

0:53 – Why should I rebalance my portfolio?

3:08 – Should I do a backdoor IRA? And what is a backdoor IRA?

9:14 – Why do you focus so much on goals?

12:56 – Can I have a mortgage in retirement and buy a more expensive home?

14:57 – “In retirement, is it better to spend down traditional IRA first, a roth, or non-IRA? I also have a pension that takes care of about 1/2 of our day-to-day expenses.”