Should I Get an Annuity? - Episode 54
Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options.
Hear from founder and president, Tim Doehrmann.
How Tax Planning Boosts Investment Performance - Episode 50
A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.
Should You Consider an Annuity? - Episode 49
On Retire Your Way Radio, I talked about annuities and how to decide whether or not to include them in your retirement portfolio.
Reduce Taxable Income with Asset Location - Episode 43
In this episode of Retire Your Way Radio, I talk about how asset location can be combined with your desired asset allocation to reduce your taxable income.
Is the Standard 60/40 Investment Portfolio Dead? - Episode 10
The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it. This week I summarize a recent MarketWatch.com article about Bank of America's announcement regarding the end of the 60/40 portfolio.
5 Problems with Dividend Investing - Episode 6
Today I’m going to cover a listener question about dividend investing. I'll talk about five problems with dividend investing and also a better investment strategy. Check this out before deciding to add more companies to your portfolio that make regular cash payments to their investors.