8.4.17 – Single Organism Investing

FROM OUR AUDIO ARCHIVES

Please do not call the phone number in podcast. Use 855-935-8255 instead.

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Why it is important to treat your portfolio as a single entity instead of individual investments.

Can a worker offset  taxes on IRA required minimum distributions with new contributions?

The main difference between ETF's and index funds.

More on the importance of fiduciary advice,.

Good news: reverse mortgages ain't what they used to be.

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8.11.17 - Dow 22,000