Target Date Funds, Exchange Traded Notes, and How to Handle a Windfall: We Answer Listener Questions
Jul 27, 2018
We are starting the next 200 episodes with another Listener Questions episode:
Michael is 35 years old, has no debt, and $30,000 in his checking account. He contributes 3 percent of his earnings to his company’s 401(k) to gets the match. Michael wants to get more aggressive with his investments. Should he contribute...
Jul 20, 2018
Celebrating our 200th episode with stories of our biggest successes and financial mistakes.
For more information, visit the show notes at http://moneytreepodcast.com/200
Jul 13, 2018
It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years.
Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios based on 8 years of cash needs, and...
Jul 6, 2018
The secret to success doesn’t come from a pill. Julia Carlson shares tips she sees her rich clients use to create wealth. Surprisingly, most of her tips don’t involve being the best at investing: • Couples do finances together • Investing while living on less then you make • Making purchases based on...