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    Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352

    UNLIMITED

    Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352

    FromYour Money, Your Wealth

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    UNLIMITED

    Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352

    FromYour Money, Your Wealth

    ratings:
    Length:
    46 minutes
    Released:
    Nov 16, 2021
    Format:
    Podcast episode

    Description

    Can your investment portfolio be over diversified? How do dividends and net unrealized appreciation (NUA) work? How will ownership inequality in the stock market impact future returns for most investors? What do Joe & Big Al think of target date funds? Plus, the YMYW podcast is now on video! Watch the fellas spitball on annuities, bonds, long-term treasuries, risk tolerance, and the buckets of money investing strategy. Show notes, video clips, free resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-352
    Released:
    Nov 16, 2021
    Format:
    Podcast episode

    Titles in the series (100)

    “Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com