January 4, 2020 Money Matters Podcast

Become and remain financially independent

On this week’s Money Matters, Scott and Pat discuss the steps that you need to take to become financially independent.

Scott and Pat advise a woman, with $400,000 in taxable accounts, who is considering opening a 401(k). A man in Northern California making $400,000, with $600,000 saved, asks what he needs to do to have a comfortable retirement. Finally, an Atlanta caller asks if he should prioritize his Roth or traditional accounts.

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