Episode 138 - The Financial Benefits of Marriage

08/14/15 • 47 min

Episode 138 - The Financial Benefits of Marriage - TOPICS COVERED: Show Topic Introduction: The Financial Benefits of Marriage, Trusts & Estates, Optimizing Social Security Benefits, Getting the Most out of an IRA, The Few Financial Disadvantages of Marriage

Previous Episode

Episode 137 - World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx

Episode 137 - World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx - TOPICS COVERED: Different Investors, Different Thoughts, Emotional Investing versus Objective Investment Strategy, What is Asset Allocation and Why is it Important? Asset Allocation versus Diversification, Common Diversification Mistakes, Asset Class Decisions, Indexing versus Active Money Management, The Difference Between Vanguard and Dimensional Fund Advisors, Rebalancing

Next Episode

Episode 139 - Inheriting IRAs and Roth IRAs with guest Michael J. Jones

Episode 139 - Inheriting IRAs and Roth IRAs with guest Michael J. Jones - TOPICS COVERED: Guest Introduction: Mike Jones, IRA Beneficiary Forms, To "Trust” or Not to “Trust", Inherited IRAs, Disclaimer Planning, Protecting Spendthrift Beneficiaries, Stretch IRAs