38 min listen
Spitballing Diversified Portfolios for Retirement - 413
Spitballing Diversified Portfolios for Retirement - 413
ratings:
Length:
46 minutes
Released:
Jan 24, 2023
Format:
Podcast episode
Description
How should young savers invest pensions and estimate their retirement income needs? Is going into your employee stock purchase plan a good portfolio diversification strategy? What do Joe and Big Al think of multi-year guaranteed annuities (MYGA), and dividend-paying stocks vs. ETFs? Plus, a $10.6M retirement spitball analysis, making extra mortgage payments vs. saving to a brokerage account, and contributing to Roth 401(k) vs. traditional 401(k). Also, will a 403(b) held by an insurance company be subject to separation costs or surrender fees when rolled to an IRA? And the specifics on when to file tax form 5500. Show notes, Why Asset Location Matters Guide and other free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-413
Released:
Jan 24, 2023
Format:
Podcast episode
Titles in the series (100)
The Incredible Shrinking Alpha with Larry Swedroe - 6: Aired: 2/27/2016 11 AM:: Larry Swedroe talks to Joe and Big Al about the Incredible Shrinking Alpha and investing like Warren Buffett. Plus, the dreaded "recency bias" -- what it is and why it's so important to fight it. by Your Money, Your Wealth