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Show Notes
After years of diligently saving and investing a your retirement plans, what should you be doing when your accounts have grown to sizable amounts? Plus, we share the reasons for a small cap and value portfolio tilt. Plus, we hear from several listeners who ask:
Why don't we talk more about 529 ABLE plans?
What do we think of a portfolio with 20-year Treasury bonds?
After maxxing out retirement accounts, where should other money be invested?
Why can't more people save and invest?
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Why don't we talk more about 529 ABLE plans?
What do we think of a portfolio with 20-year Treasury bonds?
After maxxing out retirement accounts, where should other money be invested?
Why can't more people save and invest?
Learn more about your ad choices. Visit megaphone.fm/adchoices