This Friday's Qs:
How should an aggressive investor invest money that is not needed in retirement? Does a QLAC make sense as a toold to control long-term care expenses? Are there any tax ramications …Published on 1 year, 8 months ago
What is the best investment strategy in a time of higher "safe" interest rates? For many, the tendency is to play it safer, but how might that work out in the long run? Plus, we answer questions:
How…Published on 1 year, 8 months ago
Far too many businesses offer their employees expensive retirement plans. You must know how much you're paying. Plus, many states are now allowing employees to set up automatic payroll deductions int…
Published on 1 year, 8 months ago
This seemingly simple retirement quiz stumped most who took it. How will you fare? Take the quiz with us. Plus, what can you do if you have a low interest rate bank savings account?
Listeners want to …
Published on 1 year, 8 months ago
Our friend, Mark Hebner from Index Fund Advisors, joins Tom and Don to talk about the most important number to investors, total return. The rise and fall of prices shouldn't be of much concern to inv…
Published on 1 year, 8 months ago
In this week's Friday Q&A edition:
How safe are investment in brokerage accounts? Why shouldn't someone tranfer an IRA to Robin Hood to collect a 3% bonus? What do we think of Fisher Investments "buc…Published on 1 year, 8 months ago
One of the problems with index funds is the fact that they slavishly follow the index. This means that for long periods they can own stocks that are way outside the indexes parameters. This is one ar…
Published on 1 year, 8 months ago
Most American's have saved enough for even a $400 emergency? Start there, and then it's time to work on retirement savings. Along the way have those tough financial conversations with your partner. P…
Published on 1 year, 8 months ago
We recorded this episode as the Iranian attack on Israel was beginning. We discussed the impact of global events on your portfolio and how to invest during market turbulence. Then, we give you the ch…
Published on 1 year, 8 months ago
Listeners love our question and and snswer episode, so here a special Monday Q&A featuring Tom and Roxyu Butner answer your written questions:
Is a Total World Stock Market Index Fund Enough? Should …Published on 1 year, 8 months ago
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