Your Money & The Law

Attorney Rick Gregorek joins Tom and here are some of the topics discussed:

  • Investment tip 1: Ignore all the noise.
  • Are you okay losing half of the money you invested?
  • The need for return versus the want for return.
  • Why half of your money should be in bonds.
  • You have to afford to save for retirement, now.
  • State planning, disability and dying: It’s a reality people!
  • What Rick and Tom cover in Retirement Freedom.
  • Why financial portfolios need to adapt as you age.
  • What happens when investment portfolios rely on principle.
  • Planning for not being able to take care of yourself. 
  • Financial conflict often created by blended families.
  • Knowing the purpose for your own money first.
  • Determining how much you should be saving. 
  • The “mortgage-free” myth you need to know.
  • Why windfalls are a major financial decision.
  • Is tax referral generally a good idea?
  • Hear Tom’s problem with real estate today.
  • Stocks that have gone parabolic in the last year. 
  • The importance of really diversifying your stocks.