Jul 27, 2022
CI Brightworth Private Wealth Advisor Josh Monroe joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on:
- Roth IRA conversions (01:35)
- Using Health Savings Accounts in retirement (08:11)
- Moving to be closer to family in retirement (11:19)
- Delaying or starting Social Security benefits (17:40)
- I-bonds: what are they and should I have them? (23:09)
- Supporting grandchildren with special needs (28:24)
If you have a question that you would like us to answer on a future listener questions episode, please email us at retiringwell@brightworth.com.
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
Please see below for information on our guest from today's episode:
- Josh Monroe: https://www.brightworth.com/josh-monroe
- Connect with Josh on LinkedIn: https://www.linkedin.com/in/joshmonroe/
- Read Josh's recent article on Kiplinger: 4 Financial Steps to Care for Your Child with Special Needs
- I have a Financial Advisor. Is it time for my adult children to get one, too?
The information contained in this podcast is general in nature. Please do not consider this podcast's information financial, legal, or tax advice specific to your situation. Past market performance is not a guarantee of future results.