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Oct. 24, 2024

We Want It All

From Saturday's Show, Hour Two: 1:28 Market Shifts and Inflation Realities 3:23 Real Rate of Return Explained 5:10 Listener Call: Retirement Investment Strategies 8:07 Converting IRAs and Tax Planning 10:38 Social Security Decisions and Strategies 13:48 The Cost of Waiting for Social Security 15:56 Understanding Contingent Deferred Annuities 18:35 High Fees in Complex Annuities 19:58 Annuity Products and Their Risks 21:59 Listener Call: Inheriting Money and Risk 24:44 Ri...

Show Notes

From Saturday's Show, Hour Two:

1:28 Market Shifts and Inflation Realities

3:23 Real Rate of Return Explained

5:10 Listener Call: Retirement Investment Strategies

8:07 Converting IRAs and Tax Planning

10:38 Social Security Decisions and Strategies

13:48 The Cost of Waiting for Social Security

15:56 Understanding Contingent Deferred Annuities

18:35 High Fees in Complex Annuities

19:58 Annuity Products and Their Risks

21:59 Listener Call: Inheriting Money and Risk

24:44 Risk Profile vs. Risk Tolerance

27:28 Evaluating Charitable Organizations

31:04 Year-End Giving Strategies

33:50 The Importance of Charity Transparency

37:07 Investment Fund Comparisons

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