Live w/Jim & Anna Episode #13

Live w/Jim & Anna Episode #13

Streamed live on May 8, 2015

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.”

Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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