Answering Listeners Questions, Why Investors Become Frustrated When Seeking Financial Advice, Understanding Your Investments and Their Expenses, Confusion Surrounding Insurance, Annuities, and Typical Sales Pitches

Answering Listeners Questions, How Even Great Savers Retirement Plan Can Go Wrong, The Necessity of Planning for the Younger Spouse, Index Investing and Diversification

Answering Listeners Questions, Have We Discovered An Unknown Premium in the Stock Market, Direct Profitability Factor, Stock Market Premiums vs The Alternatives

Answering Listeners Questions, Investments Held in Concentrated Positions, Aligning Portfolio Strategies With Life Goals, Excessive Investment Risk

Answering Listeners Questions, Negative Impacts of Market Timing and Active Management, Risk Adjusted Returns, Active Management's Underperformance and High Fees and Expenses

Answering Listeners Questions, Portfolio Assets Outgrowing Capability To Self-Manage, Extra Risk Involved In Holding Individual Stocks, Retirement Planning Saves The Day After Corporate Downsizing

Answering Listeners Questions, Retirement Planning, Ideal Opportunities For A Roth IRA Conversion, Challenges Facing Early Retirees

Answering Listeners Questions, Discomfort Heading Into Retirement For A Self-Directed Investor, Solving For Tax Planning CHALLENGES, Gifting And Legacy Concerns For Children

Answering Listeners Questions, Securing A Retirement Plan With Confidence, After Suffering The Loss Of A Spouse, Marcellus Shale Income Options, The Need For Cash Flow - Planning In A Fast Forward Retirement

Answering Listeners Questions, Solving Problems For Early Retirement Success, Solutions For An Investor Undertaking Excessive Portfolio Risk while Approaching Retirement, Providing Structure And Strategic Planning For Retirement

Answering Listeners Questions, Confidently Mapping A Plan For A Retirement Filled With Uncertainty, When Investing Too Conservatively Can Pose A Problem For Legacy Assets, The Necessity Of Having A Detailed Balance Sheet And Cash Flow Statement