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U.S. National Debt: How Will We Ever Pay Off $28 Trillion?

Episode 129

Today I'm talking about the U.S. National Debt which currently sits at ~$28 trillion.

While that is a GIANT number, I'm sharing why current debt leve…

4 years, 8 months ago

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The Top 3 Benefits of Market Cap Weighted Index Funds

Episode 128

Today I'm talking about the benefits of Market-Cap-Weighted index funds (e.g., Vanguard Total Stock Market).

Why?

Last week, I made a brief comment t…

4 years, 9 months ago

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How to Earn a 7% Return in Today's Environment

Episode 127

The average interest rate for savings accounts is 0.06%.

National home prices just reported their highest one-year gain in history.

The U.S. stock ma…

4 years, 9 months ago

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Why Investors Underperform by 2% Per Year + How to Improve Your Returns

Episode 126

Today I'm sharing the hot off the press results of the annual "Mind the Gap" study.

Once again, over the last 10 years, investors earned ~2% per year…

4 years, 9 months ago

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Can Required Minimum Distributions (RMDs) Cause You to Overwithdraw in Retirement?

Episode 125

Today I'm talking about Required Minimum Distributions (RMDs).

Specifically, I'm sharing:

How RMD withdrawal rates can creep up to 12% Why they can …

4 years, 9 months ago

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Retirement Income Part 4: Using Dynamic Withdrawal Strategies to Maximize Income

Episode 124

Today I'm wrapping up our retirement income series by talking about Dynamic Withdrawal Strategies.

Dynamic strategies are designed to:

Maximize reti…

4 years, 10 months ago

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Retirement Income Part 3: Immediate Annuities and Dividend Stocks + Their Pros & Cons

Episode 123

Today I'm talking about immediate annuities and dividend stocks as potential retirement income solutions.

Specifically, I'm sharing the what, why, an…

4 years, 10 months ago

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Retirement Income Part 2: The 4% Rule + Why the Creator Doesn't Follow It

Episode 122

Today I'm breaking down the 4% rule.

Specifically, I'm sharing:

A brief history of the rule Why the creator doesn't follow it The pros and cons

I'm…

4 years, 10 months ago

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Retirement Income Part 1: Why Most Retirees Will Never Draw Down Their Savings

Episode 121

Today I'm kicking off a multi-part series on creating a reliable income stream in retirement.

To help set the stage for this series, Michael Kitces d…

4 years, 10 months ago

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Buying vs Leasing: The True Cost of Owning a Car

Episode 120

Today I'm talking about car ownership. 

Specifically, I'm sharing:

The Total Lifetime Cost of Owning a Car How Buying New Can Cost the Same as Buyin…

4 years, 10 months ago

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