Dialing in Risk

Today on the show we are answering your money questions, about the tax implications of transferring funds from a 401(k), equities versus fixed income investments, student loan refinancing, and why it is so important to understand your risk profile before making your investment choice. We also broach the topic of fiduciaries, and what you should always ask them. So for all the strategies and tips to make your money life a lot better, don’t miss out on this great episode!

  • Tax implications of transferring funds from a 401(k) to a Roth IRA.

  • Globally diversified stock portfolio verses an annuity; which is more lucrative?

  • The types of jobs eligible for student loan forgiveness.

  • Why you should consider student loan refinancing to get a better rate.

  • The importance of understanding your risk tolerance.

  • Learning to differentiate between investing versus speculating.

  • How to easily split up your investment contributions.