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Episode Info:

#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:

 Intro/Outro: Old Bossa by Twin Musicom. 



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