Leave Nothing?

In this Q&A session:

  • 0:07 Die with Zero concept and spending for experiences

  • 1:37 Audience member's humorous desire for a bounced check

  • 9:22 Bill Perkins' extravagant birthday celebration and giving away wealth

  • 11:19 Importance of enjoying life and family experiences

  • 13:53 Valuable life lessons and considerations on money management

  • 17:22 Avoiding risky investments when saving for short-term goals

  • 18:36 Precautions and considerations for Roth conversions

  • 20:25 Impact of Roth conversions on Social Security and taxation

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More Return Adds Risk

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Younger Investors Smarter?