This show looks at income vs. total return investing, Qualified Charitable Distributions (QCD’s), the biggest financial risk for most retirees, and answers lots of emails.
Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)
Gold Bugs, Bad Employer-Sponsored Plans, Bonds, and Three Investment Fallacies (8.17.24)
Putting Volatility in Perspective, Low-Vol Stocks, ETF's, and Tons of Emails (8.10.24)
Best-Of (7.27.24)