GRFTFS: Planning for Two Retirement Timelines?
Update: 2025-09-27
Description
"My wife wants to retire next year at 62, but I’d like to keep working until 68. What’s the best way to plan income and investments with two different timelines?" We're answering YOUR questions on this week's Get Ready For The Future Show!
- I’m 60 and have both a traditional IRA and a Roth IRA. When the time comes, how do I know which one to withdraw from first?
- I’m 66 and thinking about gifting money to our adult kids now, instead of leaving it to them later. Are there smart ways to do this without triggering taxes or regrets?
- We’re both 55 and feel like we’ve done a decent job saving — about $600,000 so far. But we’ve never had an actual plan. How do we know if we’re even on track?
And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!
Originally aired 9/24/2025
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