27. SELF-EMPLOYED Retirement Options with Madison Sharick, CFA, CPA

Investing can be complicated, especially when you're a solopreneur, entrepreneur, and/or self-employed. In this episode, Financial Therapist, Lindsey talks with Madison Sharick, CFA, CPA about all the retirement options including a Backdoor Roth IRA, SEP IRA, Simple IRA, Solo 401(k), and more. Madi and Lindsey also talk about the 4% rule and the 25 year safe withdrawal rate.

 

This investing talk is a little more advanced than our beginner episodes. If you haven't yet, go listen to episodes 3 & 4: How to Invest for Beginners (part 1) and (part 2) first!

 

Madison Sharick, CFA, CFP is a flat-fee financial planner who works with female financial decision makers. 50% mom, 50% finance bro, and 100% in your corner.

 

Madi's website: https://madimanagesmoney.com/

 

Madison Sharick is available for hourly appointments through Jeremy Schneider's (Personal Finance Club) company, Nectarine (linked here).

 

IRS Tax Form 8606

 

This episode is not a financial advice. Lindsey Konchar is not a financial advisor. This episode is for educational purposes ONLY.