We Want It All
Oct 24, 2024•46 min•Transcript available on Metacast Episode description
From Saturday's Show, Hour Two:
1:28 Market Shifts and Inflation Realities
3:23 Real Rate of Return Explained
5:10 Listener Call: Retirement Investment Strategies
8:07 Converting IRAs and Tax Planning
10:38 Social Security Decisions and Strategies
13:48 The Cost of Waiting for Social Security
15:56 Understanding Contingent Deferred Annuities
18:35 High Fees in Complex Annuities
19:58 Annuity Products and Their Risks
21:59 Listener Call: Inheriting Money and Risk
24:44 Risk Profile vs. Risk Tolerance
27:28 Evaluating Charitable Organizations
31:04 Year-End Giving Strategies
33:50 The Importance of Charity Transparency
37:07 Investment Fund Comparisons
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