Episode Details
Back to Episodes
Windfall Planning
Published 2 years, 10 months ago
Description
With baby boomers nearing the end of their time on earth, a huge wealth transfer is in the offing. What would you do with a big inheritance of guess? Plus, are CFPs always acting as fiduciaries? Then, it's question time:
- How do we avoid bad companies in our client's portfolios?
- Does it make sense to move from a target-date fund to a total market index?
Learn more about your ad choices. Visit megaphone.fm/adchoices