Risk Free Investments
Summary: Most people are familiar with the investment concept of risk vs reward or risk/return. Typically, the more risk you take, the greater the return...
Target Date Funds Fail Retirees
Summary: Target Date Funds are quite popular within 401ks. The purpose and strategy of these funds makes a lot of sense. However, for people that...
CARES Act Retirement Strategies
Summary: The Coronavirus Aid, Relief, & Economic Security Act (CARES) has some parts that impact our retirement system. In this show we discuss the main...
Retiring During A Bear Market or Economic Downturn
Summary: Retiring can be a wonderfully exciting time in your life. It can also be difficult and stressful, especially if you retire during an economic...
Saving For Retirement Is A Waste
Summary: Is saving for retirement a waste of resources? Does it make more financial sense to spend your money on living while you are young...
Market Corrections and Recoveries
Summary: The recent dramatic stock market decline is definitely unsettling for investors. Is it time to get out of the market? It is time to...
Investing Regrets & How To Avoid Them
Summary: In a recent online survey conducted by MagnifyMoney.com, people with investment accounts were asked about any regrets they had. It turns out that 77%...
Should I Do A Roth Conversion? Impact Of The SECURE Act.
Summary: With the passage of the SECURE Act and the changes to IRA rules, discussion on Roth conversions is heating up. In this show we...
How To Avoid Taxes On Capital Gains
Summary: Capital gains are a good thing. You made a profit on an investment. However, the IRS wants to tax those gains. In this show...