Aug 27, 2019
What’s a safe withdrawal rate from your investment portfolio when that money has to last 50 or 60 years because you’re part of the FIRE (financial independence/retire early) movement? Karsten Jeske, Ph.D., CFA, aka "Big Ern" from EarlyRetirementNow.com shares his experiences. Plus, will listener Paul reach $5M by...
Aug 20, 2019
An inverted yield curve has often led to a recession. Pure Financial Advisors' Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discusses the current state of the markets and he helps answer some questions from our 2019 YMYW podcast survey: are structured notes ever a good product? How can you...
Aug 13, 2019
ENTER TO WIN A $100 AMAZON GIFT CARD! US residents, fill out our podcast survey by August 18:
https://www.surveymonkey.com/r/2019ymyw
The revamped 2019 tax "postcard," how the SECURE Act could be a tax problem for those with IRA trusts, and is indexed universal life insurance a good investment for education...
Aug 6, 2019
Private equity, venture capital, hedge funds, real estate investment trusts (REITs) and angel investing: Joe breaks down what these alternative investments are and whether they belong in your portfolio. Plus, the fellas talk about risk parity investing, net unrealized appreciation, what to do with a large settlement and...