Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355

Your Money, Your Wealth - A podcast by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Tuesdays

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Business

How much company stock is too risky? Can I bonds be the "cash" in a portfolio? Would saving to a brokerage instead of 401(k) or 403(b) ever make sense? How should a self-employed investor in Vanguard's Total Stock Market Index Fund (VTSAX) get retirement-ready? How to pay for new home construction and keep the earned income and child tax credits? Should Roth conversion funds come from retirement, brokerage, or Social Security? Show notes, financial resources, Ask Joe & Al On Air: https://bit.ly/ymyw-355