Stop Spending Money the Wrong Way: 77 Days to Financial Happiness

Jonathan Clements on how to stop spending money the wrong way and enrich our financial lives in just 77 days with his new book, From Here to Financial Happiness. Plus, 3 things you need to do now if you want to retire in 5 years, and answers to the questions: why are there required minimum distributions on employer-sponsored Roth … Read more

Guest:  Jonathan Clements Jonathan Clements

Podcast #186

Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You?

Daniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump’s new tax plan simplify taxes and spur economic growth as promised? If you’re one of the 10,000 boomers a day now reaching required minimum distribution age, how do you avoid screwing it up? Why consider making a Qualified Charitable Distribution? And which … Read more

Guest:  Daniel Prince

Podcast #113