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Retiremeet Part One

Author
Don McDonald
Published
Wed 01 Mar 2023
Episode Link
None

Don discusses the importance of planning from the 9th annual Retiremeet event from Bellevue, WA in February 2023. Dimensional Fund's Apollo Lupescu spends a few minutes with Don prior to his presentation. Plus, Don talks with listeners:

The first of whom believes that hew has magical market-timing capabilities

Does it makes sense to leave Vanguard Balanced Index and get into a stock and bond ETFs?

Where should a new Roth contribution be invested?

A small company controller questions the firm's 401k choices.

Finally, Paul Merriman stops by for a brief chat.
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