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We Want It All
From Saturday's Show, Hour Two:
- 1:28 Market Shifts and Inflation Realities
- 3:23 Real Rate of Return Explained
- 5:10 Listener Call: Retirement Investment Strategies
- 8:07 Converting IRAs and Tax Planning
- 10:38 Social Security Decisions and Strategies
- 13:48 The Cost of Waiting for Social Security
- 15:56 Understanding Contingent Deferred Annuities
- 18:35 High Fees in Complex Annuities
- 19:58 Annuity Products and Their Risks
- 21:59 Listener Call: Inheriting Money and Risk
- 24:44 Risk Profile vs. Risk Tolerance
- 27:28 Evaluating Charitable Organizations
- 31:04 Year-End Giving Strategies
- 33:50 The Importance of Charity Transparency
- 37:07 Investment Fund Comparisons
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Published on 1 year, 2 months ago