BONUS call 046

Raise your hand if you know what SIPC stands for? That’s what I thought 🙂 Thanks to Jim, our first BONUS caller of 2018, you’re all going to get educated a bit!

 

BONUS call 045

Welcome to the post-Christmas edition of the BONUS call! Only in his early 50s, Jeff from Georgia already has well over a million dollars and wanted to run his longterm game plan by us. Is this a good time to try some market timing??

BONUS call 044

If you ever take a look at the investments in your retirement plan chances are you’ll see a bunch of target-date fund options. Sometimes people think they’re the best option…kind of like one stop shopping. And sometimes they are. But sometimes they aren’t, which is what Suzen from Chicago found out on the latest BONUS call.

BONUS call 043

This week on the BONUS call it’s the age-old question about big city living…should I buy or keep on renting?

 

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This week we have what I believe is our first call ever from Alabama as we welcome Katrina to the show.

 

BONUS call 041

Today on the BONUS call we’re discussing my favorite topic of annuities with Roland who has a sneaking suspicion that his financial advisor may not be steering him in the right direction.

 

BONUS call 040

A 401(k) or a Roth 401(k)…which one is right for you? That’s what Pat from Virginia wanted to know on the latest BONUS call.

 

BONUS call 039

On the latest BONUS call it’s Ralph from Missouri who may win the 2017 Father of the Year Award! Being the nice guy that he is, Ralph wanted to know the pros and cons of helping his daughter pay off a student loan. So nice!

BONUS call 038

Surprise, surprise…it’s a BONUS call on a Saturday! Since we haven’t had any calls on the last few episodes, we thought we’d throw you guys a bone 🙂