GRFTFS: Retirement Steps for Small Business Owner?

"46-year-old small business owner. Currently max a Roth out and have done so for years. What is the next step to set more away for retirement?" We're answering YOUR questions on this week's Get Ready For The Future Show!

I’m 58, still owe about $72,000 on my mortgage, and I’d like to retire at 62 - should we work to pay off the house first or keep investing and carry the mortgage into retirement? My husband and I are both 55. We keep hearing about Roth conversions - how do we know if it makes sense to start doing that now? Our daughter is 26 and struggling financially - how do we help her without hurting our own future?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!

Originally aired 5/14/2025