WHAT WAS COVERED [Tweet “No one article can tell everyone exactly what to do. #YourBusinessYourWealth”] [Tweet “People like dividends because they don’t have to sell anything to get some income. But what people don’t realize is that the fund itself (that is paying out dividends) has to sell off their assets to pay the dividend. #YourBusinessYourWealth“] [Tweet…
WHAT WAS COVERED [Tweet “Pay yourself first, By saving for your future. #YourBusinessYourWealth”] [Tweet “What habits do you have that you can reconsider? What in your finances causes ‘death by a thousand cuts’? #YourBusinessYourWealth“] [Tweet “Setting an example in your financial lifestyle shows others that there is another path they can take if/when they find they are…
WHAT WAS COVERED [Tweet “You’re always funding two lifestyles, you’re funding today’s lifestyle, the one you’re currently living and the one that you will live in the future. #YourBusinessYourWealth”] [Tweet “All of us were told at one point that one day you won’t be working any more and yet we don’t even know the destination we…
EPISODE SUMMARY When Actively Managed Funds Are Worth It(By Kiplinger) Judge OKs $5.4 million settlement over Transamerica retirement plan(By Des Moines Register) What to do when your parents didn’t save for retirement(By CNBC) WHAT WAS COVERED [Tweet “When you make a sweeping generalization it’s hard to be proven wrong #YourBusinessYourWealth”] [Tweet “When reading any article, you…
EPISODE SUMMARY Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com) Seven 529 Plans to Avoid (By Morningstar.com) This Retirement Myth Could Cost You $100,000 (By The Motley Fool) WHAT WAS COVERED [Tweet “The appeal to authority fallacy is that once someone is an expert I can turn off my…
EPISODE SUMMARY Topics Covered: his week we recorded a special episode to set the stage for your 2022 vision, and how what you are grateful for is a great place to “look” for what you want more of in the future. Today we ask you to consider not just the things you are grateful for,…
EPISODE SUMMARY Topics Covered: Viral TikTok video accuses Zillow and others of manipulating the housing market. Here’s what’s really going on(By MarketWatch) A cryptocurrency inspired by ‘Squid Game’ crashes. The industry has questions.(By New York Times) Why You Should Ditch Plans to Convert Your 401(K) to a Roth IRA(By Barrons) WHAT WAS COVERED [Tweet “Speaking…
EPISODE SUMMARY Topics Covered:Gilbert man groomed, then scammed out of entire 401(k)(By AZFamily.com) This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History(By Adweek.com) Five Questions to Ask if You Are Named Executor of an Estate(By The Wall Street Journal) WHAT WAS COVERED [Tweet “As an executor of an estate you…
EPISODE SUMMARY Topics Covered in Today’s Episode: Here’s Exactly How to Optimize for the $3,895 Social Security Monthly Max (By The Motley Fool) WHAT WAS COVERED [Tweet “There is a long-time economics principle that is far to often left out of personal finance and that is: lost opportunity cost and time value of money. #YourBusinessYourWealth”] [Tweet…
EPISODE SUMMARY Topics Covered: Today we Welcome Our Guest Speaker: Alex Weingarten, Partner at Willkie Farr & Gallagher LLP Visit www.Willkie.com Or email Alex at [email protected] WHAT WAS COVERED [Tweet “It’s your money, you can do whatever you want with it. You can have no reason whatsoever; If you are clear in your intentions, with…
