How to be strategic with your retirement accounts with Roger Ma, CFP

#5: Roger Ma, an industry recognized CFP, talks with me about how high earners can optimize their retirement accounts and avoid common mistakes.

What you’ll learn in this episode:

• Roger’s path from investment banker to financial advisor
• The most common mistakes working professionals (even high earners) make when it comes to their retirement accounts
• What moments in life are there special opportunities to optimize your retirement accounts (plus, the concrete steps to take)
• Why early retirees should be thinking about their “why” more than their “how”
• Why Roger joined the AARP at 35

 Links mentioned in this episode:

• Life Laid Out
• Bogleheads
• Donor-advised funds
• AARP
• HYW private Facebook community

 Intro/Outro: Old Bossa by Twin Musicom.