If you have been listening to this show for any length of time at all, you have no doubt heard me sing praise of the Roth IRA. The Roth IRA is an amazing planning tool for those individuals who qualify. Not only do you get tax deferred savings for retirement, but all of those earnings actually become tax FREE if certain requirements are met!
For more, visit the show notes at http://www.moneyguy.com/2009/06/why-a-roth-401k-may-be-your-best-bet
Sometimes individuals have those moments where they wake up in the middle of the night, and it hits them! It's that thought, or idea, or realization that is so thought-provoking and so revolutionary that they can't shake it. This is what happened to me a few nights ago!
For more information, see the show notes at http://www.moneyguy.com/2009/06/legacy-of-a-generartion-not-the-millionaire-next-door
This week’s show comes from two of my most favorite newsletters, Consumer Reports’ Money Adviser and Kiplinger’s Retirement Report. These publications are great and I thoroughly enjoy reading them each month. The three topics are some of the best bargains that have happened as a result of the recession plus some buying tips, the increase in litigation against brokers and money managers and why the process might not be as easy and straight forward as you think, and then remind you that part of reaching financial independence is optimization.
Show notes at http://www.moneyguy.com/2009/06/bear-bargains-broker-battles-and-searching-for-yields
It’s been a good week around here. We’ve been pretty busy with client and prospect meetings, but things are starting to calm down and get back to normal. I’ve received many interesting emails and articles over the past week, and I feel like some of them are definitively worth sharing with you.
Complete show notes are at http://www.moneyguy.com/2009/05/social-security-charity-fraud-and-credit-card-deadbeats
So once again this week's show topic was inspired by real life events. You would have to be living under a rock to not notice the gains we have been experiencing in the stock market over the past few weeks. But is it real?
Complete show notes and more information can be found in our show notes at http://www.moneyguy.com/2009/05/dca-maybe-the-most-important-investment-decision-you-will-ever-make
Even though the economy has shown some signs of life over the last month and a half, I feel it is safe to say we are still in or around the low-point of the economic cycle, the trough if you will. Many individuals are feeling that because things have gotten so bad, now may be a good time to 'start over'. This starting over can mean many different things for many different people.
Check out the extensive show notes at http://www.moneyguy.com/2009/04/is-now-the-time-to-be-taking-risks