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Ep. 1996: Growth, Value, and When to Retire
Episode 1996
Published 3 weeks, 6 days ago
Description
Don tackles listener questions about growth versus value stocks, choosing the right time to retire, Medicaid and estate-planning concerns, the problems with infinite-banking whole-life policies, when annuities may make sense, and how mutual-fund distributions affect share prices.
00:00 Zeuhll musical intro
01:08 Friday Q&A begins
03:51 Growth stocks versus value stocks
07:43 Choosing the right month to retire
11:29 A parent’s home, Medicaid, and estate planning
14:52 Infinite banking and whole-life insurance
17:59 When annuities may make sense
22:56 Mutual-fund capital-gains distributions
26:34 Wrap-up
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