Investing
Showing 50 results of 252
A Conversation About Investing in Whole Life Insurance
Feb 27 2024
By Dr. Jim Dahle, WCI Founder Have I got an investment for you! This investment comes with a 50% front load, meaning that right after you give me the money to invest, half of it will disappear. I will...
whitecoatinvestor.com
How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)
Feb 27 2024
The "Three Bucket Strategy" is a popular retirement income planning method. The first bucket covers immediate expenses in retirement. Listeners John and Donna are seeking advice on constructing their ...
buzzsprout.com
Do Europe’s Golden Visa Programs Even Make Sense?
Feb 26 2024
The average person looking to live or invest in Europe should consider alternatives to golden visa programs. Golden visa programs only make sense in certain cases....
forbes.com
The Holy Sale of Investing
Feb 14 2024
I've always liked Tony Robbins, so when I heard he had a new financial book coming out, I was intrigued. Robbins' doesn't have a traditional financial background, but he did write Money: Master the Ga...
ofdollarsanddata.com
5 Reasons to Consider Investing in More Than the S&P 500, Ep #209
Feb 13 2024
Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But today we are talking through five ...
financialsymmetry.libsyn.com
An Index Fund In Reverse (Facebook Insanity!)
Feb 07 2024
While I think about money and investing every day, it’s rare that I have an epiphany. But last week I had one. On Friday, something crazy happened to my investment portfolio. I hold 931 shares o...
1500days.com
How to Start Investing and Saving for Retirement With Little Money
Feb 07 2024
Investing for the long haul with little cash on hand is doable, but you need a plan....
money.usnews.com
Should You Invest in Stocks at All-Time Highs?
Jan 31 2024
With the U.S. stock market hitting four new all-time highs last week, the question on many investors' minds is, "Is now a good time to buy stocks?" I understand the sentiment. Buying near all-time hig...
ofdollarsanddata.com
Chinese Stocks so bad they’re good? 240130
Jan 30 2024
Episode 442: Once again foreign, Emerging Markets and Chinese stocks are being touted as the next best investing opportunity. Maybe…maybe not. https://thedisciplinedinvestor.com/blog/2024/01/21...
wealthsteading.com
When do you stop investing in a 401k or IRA?
Jan 27 2024
I've taken all my 401k and rolled it over into an IRA in Vanguard. Now Vanguard is suggesting I contribute to an IRA. Is that a good idea? Will it reduce my taxes or income? I don't expect I'll need a...
reddit.com
When Can You Stop Being Frugal?
Jan 22 2024
Hey everyone! How are you doing on your journey to Financial Independence? If you’re just starting, the best way to surge ahead is to be frugal and invest more. My advice is to save 15% of your ...
retireby40.org
I Have $150,000; Should I Be Nervous About Lump Sum Investing It When the Stock Market Is at an All-Time High?
Jan 18 2024
By Josh Katzowitz, WCI Content Director One of the classic investing questions that seems to have a right answer but maybe actually doesn’t is whether one should lump sum or dollar cost average ...
whitecoatinvestor.com
Should Your Job Determine How You Invest?
Jan 17 2024
When it comes to figuring out how to invest your money, there is no shortage of advice on the matter. Many financial experts recommend choosing your portfolio based on factors such as your age or your...
ofdollarsanddata.com
My Top 5 Investing Mistakes and Lessons Learned
Jan 16 2024
I’ve been investing for many years now. I’ve invested in the stock, real estate, and cryptocurrencies. I’ve also worked as ... Read more...
physicianonfire.com
Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463
Jan 09 2024
We’re revisiting your favorite Your Money, Your Wealth topics and Derails of 2023 in this Roth and retirement investing mega-episode. Safe investing when you’re risk averse, mutual funds v...
purefinancial.com
Investing suggestions for elderly parents
Jan 04 2024
My wife and I manage the finances for her mother/father. They are 92 and in declining health. We're spending about $13,500 / month (minus $5K LTC insurance) on assisted living and memory care. Money, ...
reddit.com
ETFs vs Mutual Funds: Knowing When to Choose Which
Dec 29 2023
This article explores reasons to own ETFs vs mutual funds. Between stocks, mutual funds, exchange-traded funds (ETFs), and alternative assets, we now have countless ways to invest our money more than ...
retirebeforedad.com
Time Segmentation, a Smart Way to Invest Retirement Money
Dec 23 2023
Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching invest...
redefiningwealth.info
Consistency Is the Key to Investing When You're Retired
Dec 23 2023
Laura Stover, RFC is solo today for a special episode as we cover this week’s featured article from Kiplinger “Consistency Is the Key to Investing When You're Retired.” We need to fo...
redefiningwealth.info
My Biggest Investing Takeaway For 2023
Dec 22 2023
I have a fun little secret to tell you. On the Mile High FI podcast that I cohost, Doug used Chat GPT to create a script for a small segment. Then he used Descript’s voice cloning to read the sc...
1500days.com
Lessons on Smart Investing and Rich Living from Charlie Munger
Dec 21 2023
On November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his partner, Warren Buffett, became billionaire sages whose words reverberated throughout the markets. Thei...
keenonretirement.libsyn.com
Time Segmentation, a Smart Way to Invest Retirement Money
Dec 21 2023
Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching invest...
redefiningwealth.info
LIVE: 2024 Investing Themes 231220
Dec 20 2023
Episode 439: 2024 Investing Themes- review & commentary Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————&m...
wealthsteading.com
How to Invest: Bonds, CDs, and Roth Conversions - 460
Dec 19 2023
Joe and Big Al spitball on investing in index funds, bonds, CDs, treasuries, annuities, net unrealized appreciation on company stock, and where to park cash right now. Plus, how do taxes, Roth convers...
purefinancial.com
VMRXX: Should You Invest?
Dec 14 2023
VMRXX, or Vanguard Cash Reserves Federal Money Market Fund, is one of Vanguard’s core money market funds geared towards conservative ... Read more...
physicianonfire.com
How To Invest 100k For Passive Income
Dec 08 2023
Do you dream of a life where your money works for you, generating a steady stream of income without you ... Read more...
physicianonfire.com
12 Ways to Invest in Your Health
Dec 02 2023
Mental Health Your mental health is key to your overall health. According to the CDC, mental health impacts how we think, feel, and act, making it an incredibly important investment. It’s the ke...
thinksaveretire.com
Investing in Farmland
Dec 02 2023
By Dr. Jim Dahle, WCI Founder Many investors wonder if farmland investing should be part of their portfolio. Like other “alternative” investments—such as cryptoassets, art, precious ...
whitecoatinvestor.com
Are You an “Emotionally Intelligent” Investor?
Dec 01 2023
Ravee Mehta made a splash in 2012 when he published The Emotionally Intelligent Investor. The premise went against everything you learned about investing in the 20th century, like reason is better tha...
newretirement.com
Inflation-Proof Investing: How Physicians Can Build Wealth with Real Estate
Dec 01 2023
The 2023 real estate crash isn’t here yet, and we have a great guest article from our good friend Dr. ... Read more...
physicianonfire.com
TD Direct Investing Review: Are The High Fees Worth It?
Nov 23 2023
Online investing platforms have lowered the costs for Canadians who want to manage their own investments. Whether it’s a robo-advisor platform or an online brokerage, you can now trade thousands...
retirehappy.ca
Buying Investments Using Unsettled Funds
Nov 22 2023
By Dr. Jim Dahle, WCI Founder I get occasional emails from people who are worried about investing “unsettled funds.” I think the main problem is that Vanguard (and probably other brokerage...
whitecoatinvestor.com
4 Best S&P 500 Index Funds For 2024
Nov 22 2023
Uncover the top S&P 500 index fund picks for 2024. Read our overview and analysis of various funds to find the best picks for your specific investing portfolio....
forbes.com
Should You Pay Off Mortgage or Invest?
Nov 22 2023
A while back on the NewRetirement Facebook group, Linda asked about what she should do with a recent inheritance. She asked whether she should pay off her mortgage or invest. She wrote: “I am 77...
newretirement.com
JEPI vs JEPQ
Nov 21 2023
Are you looking to invest in an ETF that generates income while also appreciating? If so, then JEPI and JEPQ ... Read more...
physicianonfire.com
What Is a Certified Financial Planner (CFP)?
Nov 21 2023
In an attempt to save on costs, millions of Canadians are using self-directed investing platforms to manage their own investments. These robo-advisors and online brokerages have made investing more af...
retirehappy.ca
Seeking Alpha Review: Legit or Scam?
Nov 19 2023
What is Seeking Alpha? Seeking Alpha is the largest investing community. It serves as an online space for investors to share and discuss stock and investment ideas. Because of its crowd-sourced nature...
thinksaveretire.com
28 Intriguing Quotes about Investing, F-You Money & Staying the Course from Pathfinders
Nov 11 2023
This past October 31st launch of… Pathfinders …has been two years in the making and it is a book I have wanted to bring to you since 2016 after The Simple Path to Wealth was published. W...
jlcollinsnh.com
Are Alternative Investments a Good Idea for Your Retirement?
Nov 10 2023
You have seen the headlines, the rich are getting richer. How do they do it? The obvious answer is that they have lots of money and invest that money to make lots more money. However, they also invest...
newretirement.com
Ask an advisor: Could I invest better than my 401(k)?
Nov 10 2023
Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement....
financial-planning.com
Fundrise Review After Six Years of Investing
Nov 09 2023
This Fundrise review was completely updated on 11/06/2023. Fundrise is a Washington, D.C.-based real estate and alternative assets platform enabling non-accredited investors to invest in high-quality ...
retirebeforedad.com
VOO vs SPY: Which Is the Better S&P Indexed ETF?
Nov 08 2023
Are you looking to invest in an S&P-indexed exchange-traded fund? VOO and SPY are two key ETFs offered today. VOO ... Read more...
physicianonfire.com
Top Wealthsimple Alternatives In Canada
Nov 04 2023
Managing your own investments can be intimidating, but the right tools can make it a more enjoyable experience. Among Canadian investors, one of the most popular online investing platforms is Wealthsi...
retirehappy.ca
Investing Outside of the Stock Market: 10 Ways to Profit
Nov 02 2023
The stock market has its stomach-churning moments. Dedicating a portion of your portfolio to investing outside of the stock market can help put your mind at ease when the market gets inevitably uncomf...
retirebeforedad.com
Retirement And Investing Consideration For Orthodox Jewish Families
Oct 30 2023
The Orthodox Jewish community has its own unique list of pressures that influence people’s decisions around both retirement and investing....
forbes.com
Are We Over-Investing in 401(k)s?
Oct 28 2023
By Dr. Jim Dahle, WCI Founder I run into a surprising amount of negativity about 401(k)s. A small amount of it is people appropriately reacting to bad 401(k)s, the latest way for employers to get sued...
whitecoatinvestor.com
Stop Overthinking and Start Investing: A 4-Step Guide to Real Estate Success
Oct 27 2023
By Dr. Peter Kim of Passive Income MD, WCI Network Partner Have you ever found yourself stuck in analysis paralysis? That feeling of being trapped in your own head, overthinking and over-analyzing thi...
whitecoatinvestor.com
Asset Location: How Tax-Smart Investing Can Supercharge Your Portfolio
Oct 26 2023
In the complex world of personal finance, asset location is the hidden strategy that smart investors use to gain a distinct advantage. Most people know to diversify their investments across different ...
newretirement.com
Wisdom for Our Children - Spending, Saving, and Investing
Oct 26 2023
We often try to overcomplicate finances, but simplicity is the key. That’s not to say simplistic: simple doesn’t equal simplistic. On this episode, we wrap up our Wisdom for Our Children s...
rogerwhitney.libsyn.com
Income Investing: The Smart Way To Reach Financial Independence
Oct 24 2023
You’ve worked hard for your money, and now you’re ready to flip the script. How would you like your money ... Read more...
physicianonfire.com
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About Investing
Retirement investing is the process of setting aside money during your working years with the goal of generating income to support you during retirement. It's important to start saving for retirement as early as possible, because the earlier you start, the more time your money has to grow through compound interest.
There are many options for retirement investing, including:
Employer-sponsored retirement plans: Many employers offer retirement savings plans, such as 401(k) plans or pension plans. These plans often have employer contributions, which can help boost your savings.
Individual Retirement Accounts (IRAs): IRAs are personal savings plans that allow you to set aside money for retirement on a tax-deferred basis. There are several types of IRAs, including traditional IRAs, Roth IRAs, and SEP IRAs.
Mutual funds: Mutual funds are investment vehicles that pool together money from many different investors and invest in a diversified portfolio of stocks, bonds, or other securities.
Stocks: Buying individual stocks or stock mutual funds can be a good way to grow your retirement savings, but it also carries more risk than some other options.
Bonds: Bonds are debt securities that pay periodic interest to investors. They can be a good way to diversify your retirement portfolio and provide a steady stream of income.
It's important to consider your own financial goals, risk tolerance, and time horizon when deciding how to invest for retirement. A financial advisor or planner can help you create a retirement plan that's tailored to your specific needs.