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Each of the questions Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing today on Your Money, Your Wealth® podcast 596 has a real retirement risk attached to it. Philip and Elizabeth in DC have $7M. Philip's dying to quit a job he hates, but he's loading up on bonds to protect the nest egg. At 56, could playing it too safe be his real risk? Mr. Mojo Risin wants to retire in three years, but $1.7M of his nest egg is riding on one stock, and he needs a good CPA to help defuse it. BB and Shell got pitched a slick new AI crypto investment promising 15% a month. Too good to be true? And Huggy Bear in New Hampshire has $450K in cash value life insurance. Should he grab it now, or wait 20 years until he’s 80?

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Chapters:

00:00 - Intro: This Week on the YMYW Podcast

01:03 - We Have $7M and I Hate My Job. Why Am I Still Here? (Philip & Elizabeth, Washington DC)

10:20 - Retiring in 3 Years, $1.7M in One Stock. Where's the CPA for This? (Mr. Mojo Risin, GA)

19:33 - Is This AI Crypto Investment With 15% Monthly Return Too Good to Be True? (BB & Shell)

28:48 - Cash Out $450K in Life Insurance or Wait Until 80? (Huggy Bear, New Hampshire)

39:28 - Outro: Next Week on the YMYW Podcast

40:58 - The Derails: The Americans, Mr. Mojo Risin