What Is the Ideal Mix Between Before and After Tax Retirement Accounts?

Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you. 

Check out this episode to listen to these listener questions and stick around until the end to hear Kevin Lyle’s relief at no longer having to keep up with the Joneses. 

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

• [2:05] What is the ideal mix between before and after-tax retirement accounts?
• [6:46] What to do about a fee-heavy investment account
• [11:00] Finding a financial planner
• [12:09] The impact on energy levels
• [13:58] Saving for kids’ education
• [18:17] How to open a Roth with a high-income

BRING IT ON

• [21:05] Keeping up with the Joneses

TODAY’S SMART SPRINT SEGMENT

• [26:08] Check the way you compare yourself to others

Resources Mentioned In This Episode

Andy Panko’s advisor referral list

Garrett Planning Network

NAPFA 

BOOK - Outlive by Peter Attia

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center