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Purefinancial
Will Ron and Candy in Connecticut ever be able to retire, and are Bruce and Selina in Philly saving enough to retire? Plus, are Pebbles and Bam Bam in Kentuckystone missing anything when it comes to using their brokerage account to pay Roth conversion taxes?...
When you are investing, do you feel like you are on an emotional rollercoaster, careening from feelings of euphoria to depression? Most people admit they know they shouldn’t let their emotions drive their investment decisions, but when we see the highs and lows of the market, it can be difficult not to let our emotions […]
When you hear the word recession, what comes to mind: run for the hills, or golden opportunity? From bear markets to rising inflation, the conditions that create a recession can impact your investments and your ability to retire. If you make the wrong financial moves during a recession it can take decades for your portfolio […]
Planning for retirement is one of the most important processes you will undertake in your life. Where are you getting advice for this critical process? Do you get caught up in the minute-to-minute headlines of what is driving the market, or how to invest in just the right stocks to get rich? Are you Googling […]
During bull markets, it’s relatively easy to adhere to the philosophy of buying and holding for the long-term, but when markets get rattled, it can be difficult to stay the course while your portfolio falls in value. This has been the case recently, as fears around inflation, war, pandemics, central bank policy, and recessions have […]
As bear market territory freaked out some investors, YMYW listeners were a bit more chill as Joe and Big Al spitballed on their specific strategies to manage the decline: does it make sense to move to cash inside your retirement account? How do down markets...
How statistically and practically difficult is market timing? What factors should you consider when choosing large-cap value funds? Should a $100,000 inheritance be invested in tax-deferred, taxable, or tax-free accounts? Plus, Backdoor Roth vs. Roth conversions; rules, limits, and strategies for 401(k) and IRA contributions;...
