FROM OUR AUDIO ARCHIVES (In other words: This is an OLD episode)
Please do not call the phone number in podcast. Use 855-935-8255 instead.
Also, the ads and other information may not be accurate at the time you listen.
- There is truly only one correct way to invest your money.
- DFA did a study on the best funds over 5 years and 70% of those funds went out of business or underperformed.
- If you are employed, generally the best way to start is to get involved in your employers plan.
- Social security is not designed to live off of and have a great life with.
- Bonds are in your portfolio for security, not a great source of income.
- There should never be insurance funds in any kind of qualified plan.
- You need to account for inflation in your investment portfolio.