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Retiring With Less
Questions? Comments?
Most "experts" say you'll need $1 million or more to retire comfortably. How will you get by if you've saved less than that, and …2 years, 9 months ago
Don't Be Dumb
With the release of the meme-stock movie "Dumb Money," it seems like a good time to discuss the reality of chasing after the latest hot "investment."…
2 years, 9 months ago
Don't Be Dumb
Questions? Comments?
With the release of the meme-stock movie "Dumb Money," it seems like a good time to discuss the reality of chasing after the late…2 years, 9 months ago
Retiring Wrong
Choosing the right time to take Social Security can add hundreds of dollars every month. With Don away on family matters, Tom is joined by Paul Merri…
2 years, 9 months ago
Retiring Wrong
Questions? Comments?
Choosing the right time to take Social Security can add hundreds of dollars every month. With Don away on family matters, Tom is …2 years, 9 months ago
Tax Avoidance Reality
Investors are trying to avoid paying taxes to the detriment of overall returns. Tom and Don discuss tax strategies that might make sense. Plus, it tu…
2 years, 9 months ago
Tax Avoidance Reality
Questions? Comments?
Investors are trying to avoid paying taxes to the detriment of overall returns. Tom and Don discuss tax strategies that might mak…2 years, 9 months ago
Q&Again
It's everyone's favorite day: Q&A Friday with Don. This week listeners ask:
Why don't more online brokers adopt automatic rebalancing? Why should we …2 years, 9 months ago
Q&Again
Questions? Comments?
It's everyone's favorite day: Q&A Friday with Don. This week listeners ask:Why don't more online brokers adopt automatic rebalanc…
2 years, 9 months ago
Leverage Wins and Loses
Who wouldn't love double or triple returns on their investments? What is the downside to leverage?
Listeners ask:
What do we think of Mercer Advisors …2 years, 9 months ago