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Over Stocked?

Over Stocked?


Episode 874


An article in the Wall Street Journal suggests that retirees may have too much money in stocks. How do you determine how much risk to take and how to manage risk by rebalancing? Plus, Tom shares a story of a woman who scammed a scammer.

Listeners want to know:

Where to invest after a 401k?

How to create a detailed, long-term plan for retirement?

Where to invest the proceeds of a house in retirement?

Is it better to invest in an IRA or money market account?

To where should the money from a full-service broker be moved?

How to help parents prepare for long-term care?


Published on 3 years, 10 months ago






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