Tue, 8 September 2015
Michelle Lerman and I discuss how the state interprets will intentions, Roth IRA vs. Roth 401k and uncomfortable money situations.
Michelle Lerman and I discuss what happens when a will doesn’t address certain scenarios, leaving the state to figure out its intentions. Why Warren Buffet isn’t afraid of the volatile market and his plans going forward. Roth IRA vs. Roth 401k Handling uncomfortable money situations such as dining with bad tippers or investing in a friend’s startup you don’t believe in.
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Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Tue, 8 September 2015
In a time of low interest rates, some annuities might make sense. Chad Burton, CFP®, and Rob Black discuss how no-load annuities could play a role in a retirement income strategy, but there are still red flags to look out for. Commercial-Free
Direct download: 31124_RBCB_Annuities_and_lifetime_guarantees.mp3
Category:financial planning -- posted at: 11:25am PDT |