Listener Jamie reached out to our show after hearing previous episodes about retirement planning. Jamie is 52, and her husband is 9 years older, which creates some interesting questions around their retirements. She’s here to ask Paula some of those questions, including:

How will she know when she can retire?
How will she know if she’ll have enough money at retirement?
What’s the difference between traditional and Roth 401K and IRA plans?
Can she still work if she takes her social security benefits at age 62?
How do she and her husband figure out their “full retirement age?”
What are the pros and cons of a term life insurance policy?

Throughout the podcast, Paula talks about financial planners. She gives Jamie her best tips on finding one.

Also, we reference the social security administration website, and how to look at your account. You’ll find that page here:  Social Security My Account

If you’d like to come on the show and ask Paula questions about your specific situation, or if you’d like to reach out to her privately, you can email her: Paula@PaulaChristine.com.

Or visit her website at PaulaChristine

We want to wish everyone Happy Holidays and Happy New Year. We’ll be back with new episodes in January!