Bonus Call: Should I Buy an Annuity?

Michael in Illinois is considering a Qualified Longevity Annuity Contract. What are the pros and cons he should keep in mind when it comes to a QLAC? That’s the discussion on the latest bonus call.

Ep.92 – Estate Planning Done Right

I get it…contemplating one’s death is not exactly high on anybody’s to-do list, but it is important that you overcome the anxieties associated with this emotional topic and take control.

So that’s why today we’re doing an estate planning bootcamp with Russell Fishkind, an attorney with Saul Ewing Arnstein & Lehr.

Bonus Call: Investing Extra Money

You just sold a piece of real estate and walked away with 75 grand. What should you do with it? Is paying down another mortgage the best option? That’s the question from John in Houston on the latest BONUS call.

Bonus Call: Active vs Passive Investing

By now you probably know that I consider myself a passive investor. That said, is there ever a time when it makes sense to be an active investor so you can squeeze out a greater percentage on that return? That’s the question from Ben in Indiana on the latest BONUS call.

Bonus Call: Retirement Plan Checkup

It’s one thing to have a retirement plan in place, but once it’s established, you need to tweak and modify it as the years go by, hence the need for regular financial checkups. That’s the case today with Jeff who first called me five years ago.

Bonus Call: Protecting Your Retirement Plan

You’ve done a great job with your retirement plan and a great job of saving. But now you’re thinking about worst case scenarios. What happens if there’s another recession? Will I lose everything? Is my current allocation too aggressive? That’s the scenario on the latest bonus call with Bob from Philadelphia.