by libsyn | Sep 27, 2025 | Podcast
Remember When a Half Million or a Million dollars in a 401(k) Meant Your Money Worries Were Over? Once upon a time achieving the million dollar milestone meant you could install the hammock on the porch of your oceanfront property and get out the pina colada’s!...
by libsyn | Sep 27, 2025 | Podcast
It’s hard to blame investors for trying to save on fees and expenses when they invest their hard earned money. After all, most of us have a natural desire to save money on almost everything we do. Therefore, no-load mutual funds and index...
by libsyn | Sep 27, 2025 | Podcast
The rule of 55 is an Internal Revenue Service rule that allows workers who are 55 or older to withdraw money from their employer-sponsored retirement accounts penalty free if they leave their jobs. What about taxes, and/ or loans on 401ks? We’ll review it all in...
by libsyn | Sep 27, 2025 | Podcast
..When markets correct, it gets easier to remember that what goes up DOES come down one day… and that in the long run, the averages play out! …So, what rate of return should you expect to make on your investments over the next ten years? History reveals...
by libsyn | Sep 27, 2025 | Podcast
MM CLIP It’s only natural–most investors try to accumulate as much money as possible to alleviate the worry of running out of it one day. And why not? The more assets you have, the less you should worry, right? If only that were true! It turns out that...
by libsyn | Sep 27, 2025 | Podcast
Daily IQ Retirement Brief 7/8/25 Check out this...
