Posts tagged backdoor Roth
Jill on Money Radio Show: A Financial Start Over

Whew, a pretty rough week on Wall Street, eh? Hopefully everybody stayed calm and carried on :)

Hour one this week is the usual mix of calls and emails.

Nothing like a fresh divorce to cause you to re-evaluate your financial situation. Hey, at least our caller cut her losses while she’s still young, so it’s really more of a celebration.

In hour two, we're calling all recent college graduates!

You've landed a job. Now what?

To help answer that question, we're joined this weekend by Gorick Ng, author of The Unspoken Rules: Secrets to Starting Your Career Off Right.

No one tells you how to navigate your first day in a new role. No one tells you how to take ownership, manage expectations, or handle workplace politics. No one tells you how to get promoted.

The answers to these professional unknowns lie in the unspoken rules, the certain ways of doing things that managers expect but don't explain and that top performers do but don't realize.

The problem is, these rules aren't taught in school. Instead, they get passed down over dinner or from mentor to mentee, making for an unlevel playing field, with the insiders getting ahead and the outsiders stumbling along through trial and error.

Until now.

Have a money question? Email me here.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Jill on Money Radio Show: Roth or Pre-Tax?

Surprise, surprise, both our callers in hour one have Roth related questions.

Honest to goodness, anything related to Roth money is by far the most popular question we receive.

Should you be using your traditional 401(k) at work or should you be using the Roth 401(k)?

Should you be doing backdoor Roth conversions?

You get the point. We’ll also mix in the usual handful of other retirement related questions.

Risk: success requires risk, risk that stands firmly on the platform of integrity.

Reward: integrity inspires reward, generosity toward those who helped you succeed.

Repeat: generosity fuels repetition, helping others to forge their own way forward.

These are the lifelong tenets of Eric Gleacher, the Marine Corps officer and investment banker who, along with a handful of others, dominated the Mergers & Acquisitions industry in the latter half of the twentieth century and transformed the face of American business.

He also happens to be our guest this week in hour two to discuss his recently released book, Risk. Reward. Repeat.: How I Succeeded and How You Can Too.

Risk. Reward. Repeat. chronicles his compelling journey: from a profoundly isolated childhood to the hardcore leadership lessons of the Marine Corps, to Lehman Brothers and Morgan Stanley, to his own firm, going toe-to-toe with the giants of Wall Street.

Gleacher's book puts today's culture of hype, tricks, and life-hacks to shame with its simple, timeless formula: be yourself, tell the truth, lead by example, do your best, own your mistakes, work hard, take risks, earn your success, and pay it forward.

Have a money question? Email me here.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.