Old is New
Jan 03, 2025•45 min
Episode description
In this new year episode:
0:51 New Year, New Perspectives
3:09 Economic Concerns and President Trump's Inauguration
6:46 Investment Strategies for Baby Boomers
7:49 Listener Questions Begin
19:10 Transition to Investment Accounts
21:02 Time Shifting and Quantum Radio
21:29 Diversifying Your Assets
28:40 Real Estate Investment Trusts (REITs)
29:10 Taxes and Moving Abroad
37:57 Fiduciary Responsibilities and Conflicts
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