Episodes (Page 2)
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Consider RMDs after setting stock/bond allocation for goals and risk tolerance.
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Focus on debt-free living and maximizing Roth IRA contributions.
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Focus on simplicity in portfolio management for easier oversight.
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Deciding whether to reinvest dividends or take cash depends on the account type.
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Boldin's new Investments tab features a retirement planner showing asset allocation.
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Don't buy stocks with "play money" initially.
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Retirement software is beneficial earlier than expected, regardless of net worth.
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Discusses the merits of investing in U.S. stocks versus international markets.
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Analyzes a 25-year retirement withdrawal plan, testing its resilience.
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Features a comprehensive walkthrough of the ProjectionLab financial planning software.
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Explains three types of guaranteed retirement income: payment arrival, lifetime, and inflation adjustment.
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Prioritize investing over tax optimization initially.
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Consider two retirement withdrawal strategies.
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Covered calls can be a powerful strategy.
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AI is transforming work and finance.
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A 6% APY sounds great, but fine print matters.
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Over-optimization in retirement planning leads to overwhelm.
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Advisor charges 1.6% annually for a 16-fund ETF portfolio.
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HSAs offer tax advantages during life but have complex rules for non-spouse beneficiaries.
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Claiming Social Security has no single best age for everyone.