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 passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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