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Prioritize Retirement

Author
Don McDonald
Published
Tue 18 Jul 2023
Episode Link
None

Don't spend too much of your savings on a child's college education. People often retire because they can no longer earn a living, so you must ensure your retirement is your financial priority.
Then callers ask:

What should be done with a hodgepodge portfolio?

What can be done with a currently non-deductible disaster loss?

What should be done with the stocks in a company purchase plan?

Still trying to discover the value of some of Warner Bros. stock.

How should a bunch of individual inherited stocks be sold?

Should money be placed in a tax-deferred or taxable account?

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