This week, we’re sitting down to tackle some of your incredible — and incredibly important — retirement questions. We’re doing it all with the help of Rose Niang, a Certified Financial Planner, a Chartered Retirement Planning Counselor, and Director of Financial Planning at Edelman Financial Engines. Rose has over a decade of experience as a financial planner, and her specialities include retirement planning, investment strategy and insurance planning.
We tackle a question on selling a property and investing the money, vs. renting it out and becoming a landlord. We also hear from a listener who is wondering if she should retire early to a cheaper part of the country, or work longer and maintain her residence in LA. We also hear from a woman who is wondering how best to save when you’re starting late, and we guide a listener who is debating between saving in her Roth 403b or her Roth IRA.
We’re so grateful to all our listeners for subscribing, and for writing in to us with questions. If you have a question you’d like Jean to tackle on an upcoming episode, please reach out to firstname.lastname@example.org.
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Working with a financial planner is a smart way to help you achieve your retirement goals. Someone who can see your entire financial picture can make sure your approach to wealth planning can work for your individual situation. If you’re not working with a financial advisor, this may be a good time to consider it.
An Edelman Financial Engines planner is a fiduciary and will act with your best interests in mind. And even if you are working with an advisor, it’s a good idea to get a fresh perspective from an expert who may see different opportunities – or risks you should avoid taking.
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This podcast is proudly supported by Edelman Financial Engines. Let our modern wealth management advice raise your financial potential. Get the full story at EdelmanFinancialEngines.com. Sponsored by Edelman Financial Engines – Modern wealth planning. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416