How to Optimize Portfolio Returns

Sep 28, 2017

Your portfolio returns can be affected by not only owning the right investment, but by making sure it is in the right type of account. Bob French, the Director of Investment Analytics at McLean Asset Management, gives insights on how investors can optimize their portfolio returns. Different investments grow at different rates, Bob helps investors put the right investment in the right type of account. He also shares the smartest withdraw strategy for retirees needing income (hint: it has to do with hiring a professional money manager).

The most important thing to know when moving your money from America to Israel

Doug has a list of tips for American expats (olim) who want to move their U.S. dollars abroad. He explains why it may be difficult to move money, and tells listeners how to avoid the delays and frustrations many international investors face. To access the whole list, click here. To follow Bob French, visit his website retirementresearcher.com, or follow him on Twitter @Robert_French. To learn more about Roger Whitney and his 5-minute retirement plan, go to rogerwhitney.com/5minuteretirementmakeover. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.