Live w/Jim & Anna, Ep. 13: Rebalancing, IRAs, Goals, and Mortgages

MainStreet Financial Planning

Live w/ Jim & Anna: Episode #13


0:53 – Why should I rebalance my portfolio?

3:08 – Should I do a backdoor IRA? And what is a backdoor IRA?

9:14 – Why do you focus so much on goals?

12:56 – Can I have a mortgage in retirement and buy a more expensive home?

14:57 – “In retirement, is it better to spend down traditional IRA first, a roth, or non-IRA? I also have a pension that takes care of about 1/2 of our day-to-day expenses.”




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