Description
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. Plus, Don goes on a rant about the financial services industry and it's lack of client care. We hear from callers:
With a little help for a previous caller.
What do we think of a particular brokerage firm?
How can money be moved from a regular IRA in an annuity to a Roth?
Is Empower providing good investment advice?
How should money be invested in a after-tax IRA?
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On the week's question and answer session, Tom and Roxy take written questions from listeners about:
Social Security spousal benefits.
Moving Emergency Cash
Short-Term Cash Options
Portfolio Diversification
AVGE vs. BND Allocation
Real Estate Sales and Tax Planning
Learn more about your...
Published 05/17/24
Was retirement really better in thge past? Have 401k plans been a retirement income benefit or detriment? Might there be a better way to insure a secure retirement income? We also explore the difference in long-term returns between large-cap and small-cap value stocks. Plus, we hear from...
Published 05/16/24