Moody Money Movements

After a technical problem bringing Don in live from Copenhagen, Tom carries on with Apella advisor, Derek Jobe and talks about our need to always be doing something with money. How much money do you need to retire comfortably? Listeners ask:

  • Does it make sense to move from from bond funds to CDs?

  • Should money be taken from a retirement plan and moved into annuities?

  • What can be done to make long-term care insurance more understandable?

  • How can it be determined when to take Social Security?



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Cash Is King?

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Answers from Denmark