How To Rescue Yourself From Hitting Financial Rock Bottom

Financial Lifeguard, Christine Luken, explains how she used Mindful Money Management to rescue herself when she hit financial rock bottom, and how you can, too. Joe and Big Al answer questions on when the magic of compounding is gonna kick in, Roth conversions, required minimum distributions, and how Trump tax reform will affect both. Plus, paying off the mortgage in … Read more

Guest:  Christine Luken Christine Luken

Podcast #136 :

Mind The Gap: How To Make More Than You Spend In Retirement

J. David Stein, host of the Money for the Rest of Us podcast, on managing emotions when it comes to investing and market volatility, and how to Mind the Gap between income and spending in retirement. If that gap is too large, we’ve got 99 side hustles that can help you make some cash. Also, 6 Tax Planning Tips to … Read more

Guest:  J. David Stein j david stein

Podcast #131 :

Using Reverse Mortgages To Secure Retirement with Dr. Wade Pfau

Dr. Wade Pfau reveals new research on the reverse mortgage as an insurance policy and investing tool and discusses the 4% rule for withdrawing retirement income from your portfolio. Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401(k) into an IRA, long-term care tax strategies, the latest on the Department … Read more

Guest:  Wade Pfau Wade pfau

Podcast #117 :

The Investing Lie Wall Street Needs You To Believe

Show Notes

  • Index funds and The Oakland A’s (:51)
  • Larry Swedroe: Why Past Performance Isn’t Guaranteed (9:21)
  • Larry Swedroe: The Complete Lie Wall Street Needs You To Believe (19:27)
  • Trump’s Tax Plan and Interstate Taxation (28:32)
  • Five Things Parents Need To Teach Kids About Money from Jack Kosakowski, President, and CEO of Junior Achievement (38:00)
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Guest:  Larry Swedroe Larry Swedroe

Guest:  Jack E Kosakowski Jack Kosakowski Photo

Podcast #114 :