11/11/2020

The topics covered were diverse and included:

• The difference between the desire, willingness and need to take risk


• How to build portfolios for retirees during a period of low interest


• Pros and cons of Monte Carlo studies


• When it makes sense to use advisors who charge by the hour


• Why understanding investors is more important than finding the best investment strategy


• Keys to retiring early


• How do you know when you have enough to retire?


• The pros and cons of investing in companies that pay dividends


• Why retirees depending on dividends should increase their exposure to stocks


• How to make smart tax-efficient moves


• How to you move from one strategy to another


• Pros and cons of target date funds


• Pros and cons of preferred stocks


• Which are best:  CDs or bond funds?


• What investments should be held in taxable and tax deferred accounts?

/money-talks-with-swedroe-ferri-merriman-part-1