Ep. 051 – Tax Reform and What it Means for You

This week we’re doing something a bit different. No guest! Just me diving deep and offering up my two cents on the GOP’s plan to remake the tax system for the first time in over three decades.

 

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?

 

BONUS call 042

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.