Fiduciary Rule Falls?

In another traveling episode, we discuss:

  • 1:01 Retirement Savings Importance

  • 2:10 Court Ruling Impact

  • 3:59 Common Retirement Mistakes

  • 6:25 Failing to Maximize 401k Benefits

  • 8:19 Borrowing from 401k Risks

  • 10:12 The Importance of Asset Allocation

  • 11:17 Traditional vs. Roth 401k Considerations

  • 13:44 Financial Planning Importance

  • 14:33 Variable Annuities Dilemma

  • 17:33 Equities in Short-Term Portfolios

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Answers from Chelan

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Old Fund Idea Fails