Nov 29, 2015
Is the bank really the best place for your money? And what are the best financial habits that you should try to adopt? Doug shares tips to implement financial habits such:
- When is taking money out of the bank an important financial move?
- What's the difference between a mutual fund and an ETF?
Today’s guest, Aviad...
Nov 22, 2015
The most common retirement planning mistakes are made by pre-retirees. These include:
- Overspending
- Underspending
- Social security mistakes
Doug explains common mishaps people make and offers suggestions on how to avoid them.
Today’s interview with Professor Laurence Kotlikoff of the Economics Department at Boston...
Nov 18, 2015
In today’s show, Doug answers a commonly asked question: Should people entering a second marriage combine their assets? Doug explains the pros and cons of setting up joint accounts with a new spouse, and lists five important factors to consider when making this decision:
- Prenuptial agreements
- Financial privacy...
Nov 15, 2015
On today’s show, Doug explains an important fact that everyone who has an IRA should know about bequeathing it to the next generation. Find out what a "stretch IRA" is and how it can save taxes for many generations!
For a clear definition of a stretch IRA, see:
Nov 11, 2015
True story: someone had an IRA with a big U.S. brokerage firm, but he lived overseas. Recently, the firm told him that they would stop servicing his account and that he had to transfer his assets out. What should he do? What is the easiest way to transfer an IRA from one brokerage firm to the next? In today's episode of...