Episode Details
Back to Episodes
Your Wealth Grew?
Published 1 year, 11 months ago
Description
After years of diligently saving and investing a your retirement plans, what should you be doing when your accounts have grown to sizable amounts? Plus, we share the reasons for a small cap and value portfolio tilt. Plus, we hear from several listeners who ask:
- Why don't we talk more about 529 ABLE plans?
- What do we think of a portfolio with 20-year Treasury bonds?
- After maxxing out retirement accounts, where should other money be invested?
- Why can't more people save and invest?
Learn more about your ad choices. Visit megaphone.fm/adchoices