On The Money: Financial Planning for New Parents and Caller Questions
Financial Planning Steps for New Parents (8:38)
Retirement Planning for New Parents (10:41)
Set Up an Emergency Fund (13:01)
Have the Right Insurance (13:41)
Estate Planning for New Parents (18:34)
Caller Question: IRA Rollovers (19:45)
Caller Question: Social Security Benefit (23:08)
Caller Question: Roth vs. Traditional TSP Accounts (28:54)
Caller Question: Required Minimum Distributions (42:57)
Read more: https://www.ruediwealth.com/on-the-mo...
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Ruedi Wealth Management is a family-owned wealth management firm that strives to help our clients achieve their retirement goals.
Learn more about our financial and retirement planning services: https://www.ruediwealth.com
Ruedi Wealth Management has two locations:
Champaign, Illinois
2502 Galen Dr. Suite 102 Champaign, IL
(217) 356-1400
Plano, Texas
5851 Legacy Circle, 6th Floor, Plano, TX
(972) 532-7833