How do you decide between Roth and traditional investing when you want flexibility in the future? We kick off the show by answering a listener question from Liz about how much to invest in Roth versus traditional accounts. We walk through tax diversification, the three bucket strategy, and how to think about today’s income versus retirement so your family can build wealth with options.
Next, we sit down with Anthony Rojas from Georgia for our Net Worth Win segment. Anthony shares how his family built an $868,000 net worth by age 39, the financial lessons shaped by his upbringing, and how he and his wife are using money to create stability, generosity, and meaningful experiences for their growing family.
We wrap things up with a Money Quiz featuring Calvin. Together, we test his knowledge on net worth, investing, and YouTube monetization so kids and parents can learn and play along together.
Chapters 🎧
0:00 Introduction and Episode Overview
1:29 Listener Question from Liz
2:51 Tax Buckets Explained
11:52 Anthony Rojas's Net Worth Journey
21:38 Building Generational Wealth
31:03 Money Quiz with Calvin Hill
Resources and Links 📚
📖My new book, "Own Your Time"
https://marriagekidsandmoney.com/ownyourtimeamazon
📞Voicemail for Questions: Leave a voicemail at marriagekidsmoney.com/voicemail to have your question answered on the show!
🎙️Anthony Rojas's Podcast: Listen to Anthony's podcast, Unknown Variables
🍑Nectarine Financial Advisors: Recommended for advice-only financial planning. Visit marriagekidsmoney.com/Nectarine for more information.
💻 Sponsors and Additional Resources
https://marriagekidsandmoney.com/resources
👉Connect with me on social media:
LinkedIn: AndyHillMKM
Instagram and Facebook: MarriageKidsAndMoney
Credits
Editor: Johnny Sohl
Podcast Artwork: Kayli Johnson
Learn more about your ad choices. Visit megaphone.fm/adchoices
