Prioritize Retirement

Don't spend too much of your savings on a child's college education. People often retire because they can no longer earn a living, so you must ensure your retirement is your financial priority.

Then callers ask:

  • What should be done with a hodgepodge portfolio?

  • What can be done with a currently non-deductible disaster loss?

  • What should be done with the stocks in a company purchase plan?

  • Still trying to discover the value of some of Warner Bros. stock.

  • How should a bunch of individual inherited stocks be sold?

  • Should money be placed in a tax-deferred or taxable account?

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Larry Swedroe Part 1

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Beware of Old Rules