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Can your investment portfolio be over diversified? How do dividends and net unrealized appreciation (NUA) work? How will ownership inequality in the stock market impact future returns for most investors? What do Joe & Big Al think of target date funds? Plus, the YMYW podcast is now on video! Watch the fellas spitball on annuities, bonds, long-term treasuries, risk tolerance, the buckets of money investing strategy and the latest on the Roth provisions in the Build Back Better Act. Show notes, video clips, free resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-352
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The market has been in correction territory more than once over the past week, and Joe and Big Al explain why that’s a good thing. Plus, is the three bucket investing and withdrawal strategy good for large portfolios? What’s the real value of your net worth? Ways to protect your sanity and your money as […]
