Finally, Good Money News
Jul 03, 2023•41 min•Transcript available on Metacast Episode description
In this episode, we share the surprisingly good returns for 2023 so far and what it means going forward. Then we share a terrible way to find a fiduciary investment advisor and why it’s so hard to find high-quality financial advice.
Callers ask about the following:
Flexible withdrawals in retirement planning. We explain how withdrawing a reasonable percentage each year can provide a sustainable income.
Using QLACs (qualified longevity annuity contracts) as a means to avoid RMDs (required minimum distribution).
What are value stocks, and how are they more aggressive?
Learn more about your ad choices. Visit megaphone.fm/adchoices
