Episode 53
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Published on 3 years, 3 months ago
Episode 51
A viewer recently sent me a portfolio with nearly 20 ETFs and mutual funds. She didn't create it. An advisor from a major bank recommended it. Ridiculous.
The truth is that the number of mutual funds …
Published on 3 years, 4 months ago
Episode 50
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Published on 3 years, 4 months ago
Episode 49
I've received hundreds of emails from viewers asking me questions about their investments. They want to understand whether their investment portfolio is sound. While I'm not a financial advisor, I do…
Published on 3 years, 4 months ago
Episode 48
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In this video we look at a portfolio of a viewer who is 10 years from retirement. Her advisor has her invested in a 50/50 portfolio. We'll…
Published on 3 years, 4 months ago
Episode 47
Investing for short term goals of 5 years or less can be tricky. Savings accounts pay about 0.50%, but stocks can lose money in the short term. Many saving for a down payment on a house face this pro…
Published on 3 years, 4 months ago
Episode 46
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A Roth IRA is arguably the single best way to save for retirement. One question I receive frequently is how to invest in an IRA. And speci…
Published on 3 years, 4 months ago
Episode 52
The 4% Rule of retirement spending is used to plan spending in retirement. The rule says you can spend 4% of your nest egg in the first year of retirement. In subsequent years you adjust the amount b…
Published on 3 years, 4 months ago
Episode 45
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Published on 3 years, 5 months ago
Episode 44
A Health Savings Account (HSA) offers better tax advantages than any other type of account. The catch is that the money must be used for Qualified Medical Expenses to avoid taxes (and a possible 10% …
Published on 3 years, 5 months ago
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