We dedicate this show to answering some listener questions that have come in. We will discuss RMD rules, how much investing knowledge you need, and contributing money to a Roth IRA.
Wednesday, Oct. 20th I'm going to borrow an email from a mentor and fellow advisor, Carl Richards. I don't think I could relay his point in a better way, so here's an excerpt from him. I’ll give you my thoughts afterwards: ********* What I’m about to tell you is going to sound crazy… but [...]
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
Wednesday, Oct. 6th October 6th, 2001. Seems like it was just yesterday, but it was 20 years ago. A lot has changed since then. Technology is one glaring change since that time. The way we use Al Gore's internet is one of the things that jump out to me. Even more amazing is what [...]