Your Money, Your Wealth

He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyde", and what strategies should they implement now for the most tax-efficient retirement possible in the future? While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, Your Money, Your Wealth® podcast producer Andi Last enlists the help of Pure Financial Advisors' Managing Director Jake Greenberg, CFP®, ChFC® for a video case study (complete with visual aids!) on YMYW Extra number 6. Into which types of accounts should Bonnie and Clyde save for retirement? How much of their savings should they convert to Roth and when? Free financial resources and transcript: https://bit.ly/ymywe-6 Download the Key Financial Data Guide Watch the video spitball: https://youtu.be/YwG3pZ3U8IU Request your own Retirement Spitball Analysis YMYW Extra on YouTube | Guides | Blogs | Educational Videos | YMYW Newsletter Schedule a free financial assessment 01:19 - Bonnie & Clyde's Financial Situation 06:56 - Health Savings