Mar 26, 2019
Brian Portnoy, Ph.D., CFA® (author, The Geometry of Wealth) on the difference between being rich and wealthy, and how to achieve both. Plus, what about tax brackets? Joe and Big Al respond to a challenge of their critique of Ric Edelman's critique of the Roth IRA. And they answer questions that stress the importance of...
Mar 19, 2019
Joe and Big Al discuss 7 changes to your Social Security for 2019. No, wait, six changes. Well actually, it’s more like 5 changes and a useful tidbit. Plus, when to claim your spousal benefit, whether to buy long-term care insurance or self-insure, how to get more growth in your portfolio without adding more risk, and...
Mar 12, 2019
Ric Edelman has some strong arguments against the Roth IRA. Joe & Big Al, aka "The Roth Brothers," offer their thoughts. Plus, understanding basis when it comes to Roth conversions. And what happens if you’ve already contributed, but by the end of the year you’ve exceeded the income limitation for Roth...
Mar 5, 2019
Tanja Hester (OurNextLife.com, award-winning financial independence blog) talks about her new book, Work Optional: Retire Early the Non-Penny-Pinching Way. Joe and Big Al answer questions about whether kids will inherit a Roth IRA tax-free, the rules around a traditional IRA rollover, investing in a Vanguard target date...