In this episode, we answer questions regarding whether you can contribute to a Roth if your income is a pension, where a full commission job should put retirement savings, and timing cashing in of iBonds. 🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous! 📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!

In this episode, we answer questions regarding whether it ever makes sense to have a portfolio with only equities if equities truly outpace other investment classes over the long run, and clarification on the tax code while making a decision on a Roth conversion versus taking more from an inherited IRA. 🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous! 📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!

In this episode, we answer questions regarding high yield savings versus CDs, inherited stock portfolios, whether there is a time one should leave the market altogether, and how to split bond/stock investment allocations as you age. 🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous! 📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!