Episode 88
Living off dividends in retirement can be a very safe approach to retirement spending. But it has nothing to do with the dividend. Here's why.
In addition to what's in the video, living off of dividen…
Published on 2 years, 6 months ago
Episode 87
Today we talk about two words that can help us accomplish the impossible. Then I answer your questions.
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Published on 2 years, 6 months ago
Episode 86
Today we'll start by comparing brokered CDs with Bank CDs. I'll then do a review of a viewer's portfolio. Then we'll turn to your questions.
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Published on 2 years, 6 months ago
Episode 85
In today's video we answer a viewer's question about retirement portfolios. Specifically, does it make sense to have a 100% bond portfolio in retirement?
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Published on 2 years, 6 months ago
Episode 84
We'll begin discussing Dave Ramsey's view of a safe withdrawal rate in retirement. Then I'll cover your questions.
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Published on 2 years, 6 months ago
Episode 83
Many claim that the 60/40 portfolio is dead. They argue that because of interest rates, inflation, and bond returns this year, a retiree should no longer rely on a portfolio of 60% stocks and 40% bon…
Published on 2 years, 7 months ago
Episode 82
Today we take a detail look into a fairly new financial planning software called Projection Lab. As you'll see, the tool offers a lot of features and an excellent user interface for a reasonably pric…
Published on 2 years, 7 months ago
Episode 81
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Published on 2 years, 7 months ago
Episode 81
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Published on 2 years, 7 months ago
Episode 80
How long term capital gains are taxed is a source of confusion for many. Some of the questions I've heard--
Can long-term capital gains put me in a higher tax bracket for ordinary income?
Does my ordin…
Published on 2 years, 8 months ago
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