Holiday Caller Day

Written By Don McDonald

Holiday weekend shows typically feature few callers. This year's 4th of July weekend was unusual.

Lots of calls:

  • How does one move from a 401k into self-guided investing?

  • What should be done with wife's Long-term care policy?

  • Does it make sense to move to a longer maturity target-date fund?

  • How should a portfolio be allocated for long-term care purposes?

  • Should an aggressive investor move into all stocks?

  • A caller complains about our opinions on long-term care insurance.

Plus, Don sneaks in a couple of dad jokes about money.

Don McDonald
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