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In today's episode, we learn about one viewer's experience with an advisor and cover 9 topics to find out if the advice was good or bad.
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This week on Five Question Friday (FQF):
Question 1: Has AI fundamentally changed the stock market, and does market history still matter?
Question 2: If you retire a few years before claiming Social Security, how does the 4% rule apply during that gap?
Question 3: If you roll a long-held Roth 401(k) into a brand-new Roth IRA, do you still have...
Cash has outperformed bonds for more than a decade. This outperformance has caused many to wonder if they should give up on bonds and put all of their fixed income into cash.
In this episode, we'll look back over the past 100 years to see when cash has outperformed bonds, and when bonds have outperformed cash. Then will apply this to a 60/40 portfolio to see what w...
Can a few straightforward tax moves actually improve your retirement plan? In this episode, I take one retirement plan and optimize it, then put the optimized plan next to the base plan so you can see exactly what changed and by how much.
ProjectionLab: