Today I'm wrapping up our two-part series on robo-advisors. Specifically, I'm sharing three things: The pros and cons of using a robo-advisor Pitfalls to watch out for How to choose the right one if it's fitting for your needs If you currently use a robo-advisor – or you’re considering one in the near future – this episode will help you better understand if it’s a good fit and how to avoid costly mistakes. How to Listen to …
What Are NFTs and Should Retirement Savers Invest In Them
Today I'm talking about Non-Fungible Tokens (NFTs). Specifically, I'm sharing: What an NFT is (in plain English!) Why they are so valuable If this is an asset class retirement savers should take seriously If you want to know why pixelated drawings and 3-second video clips are trading hands for millions of dollars + what to make of this investing craze, today's episode is for you. Click to Listen via Your Favorite Podcast …
Stock Market Update + 3 Portfolio Analysis Tech Tools
A quick reminder that my firm is currently offering a FREE retirement & tax return analysis. Just like a neurologist wouldn’t perform foot surgery, we remain highly specialized in retirement and tax planning for people age 50+ who have accumulated investments of $1 million or more. That’s where we do our very best work! If you’re on the hunt for an expert who is dedicated to helping you lower your tax bill in retirement, click here …
