Nov 6, 2024
This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and provide an update on mortgage and long term bond rates.
RESOURCES:
Mob Rule
Oct 2, 2024
Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you leave a job, due to a retirement transition or not, many people wonder what they should do with the savings they’ve accumulated in the plans.
We’ve noticed that...
Sep 4, 2024
Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice. Even though smaller homes are less costly & easier to maintain, giving up your family's major meeting venue may not be the best choice. This week we respond to a listener question on whether...
Aug 28, 2024
Mailbag Question:
“I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?”
Intro:
“There are a ton of different ways to give to charity, but not all of them will help you on your taxes. ...
Aug 21, 2024
Mailbag Question:
“Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years. Is there a good reason I shouldn’t file for benefits now before the money runs out?”
Intro:
“Many retirees are concerned about the state of Social Security, and some of them...