Episode 397: On this episode you’ll hear new research from Dimensional Fund Advisors (DFA) on investing for a successful retirement. John and Steve also talk through ten important financial issues you and your spouse need to discuss before it’s too late.
Last Minute Tax Moves & Millionaire Stats
Senior Scams & Student Debt
Tax-Advantaged Accounts & The Budget Game
Wealthy Investors & Wills That Work
Travel Mistakes & Early Retirement
Credit Card Freebies & Investing No-No's
Financial Goals & Volatile Markets
2018 Checklist & 2019 Goals
Money Lessons from Warren Buffett and Chris Hogan
Messy Finances & Savvy Kids
Year-End Tax Tips and Holiday De-Stressors
Time to Retire? Watch Out!
Planning in Retirement & Motivation
Christmas Savings & Market Volatility
401(k) Millionaires & Social Security Tips
Market Update & High-Income Investments
Inheritance Tax & Stock Volatility
Financial Hazards & Dollar Deals
Portfolio Rebalancing & Budgeting Strategies
The FAANG Fad & Emotional Spending
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