Episode Details

In this episode, we share the surprisingly good returns for 2023 so far and what it means going forward. Then we share a terrible way to find a fiduciary investment advisor and why it’s so hard to find high-quality financial advice.

Callers ask about the following:

• Flexible withdrawals in retirement planning. We explain how withdrawing a reasonable percentage each year can provide a sustainable income.
• Using QLACs (qualified longevity annuity contracts) as a means to avoid RMDs (required minimum distribution).
• What are value stocks, and how are they more aggressive?

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