Episode 19: Q&A with Marshal

On this episode of Roadmap to Retirement, back by popular demand, we’re doing another Q&A with Marshal, covering questions from the last 10 episodes.  Throughout this episode, we discuss whether a spouse’s Roth IRA can be consolidated, how to handle non-qualified accounts, and the benefits and drawbacks of joint accounts. Marshal and I also cover the financial approaches for young investors, the importance of financial education, the emotional aspects of market fluctuations and the essentials of choosing the right financial advisor.

Tune in for insightful discussions and advice to help you supercharge your retirement savings and financial future.