1. EachPod

Fiduciary Rule Falls?

Author
Don McDonald
Published
Thu 08 Aug 2024
Episode Link
None

In another traveling episode, we discuss:

1:01 Retirement Savings Importance

2:10 Court Ruling Impact

3:59 Common Retirement Mistakes

6:25 Failing to Maximize 401k Benefits

8:19 Borrowing from 401k Risks

10:12 The Importance of Asset Allocation

11:17 Traditional vs. Roth 401k Considerations

13:44 Financial Planning Importance

14:33 Variable Annuities Dilemma

17:33 Equities in Short-Term Portfolios

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