My Comments: I’ve long followed Dr. Dahle and remarked on his expertise with respect to investing money for retirement. His specialty is advice for fellow White Coat professionals but his ideas should resonate with anyone working to accumulate funds to finance one’s life when their work life ends. What follows here is his introduction to …
Tag: investments
What Is The Upcoming Retirement Security Rule, and Will it Help You?
My Comments: If you’ve read my recent posts, you’ll know I’ve spoken about fiduciary standards and encouraged you to specifically ask whether the money person you’re talking with is willing to declare themselves a fiduciary. That declaration holds them responsible for acting in your best interest. Yes, there will always be the occasional con man, …
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How to manage your money after you retire
My Comments: Over recent months, I’ve received negative comments from readers suggesting I don't know what I’m talking about when it comes to investing money. One recent comment suggested I clearly had no clue what I was talking about; the comment was just buy and hold with no attempts to time the markets. However, that …
5 Best Vanguard Funds for Anyone Planning to Retire
My Comments: What follows here came from an article which appeared in my daily news feed. To give credit where credit is due, here’s a link to the article: https://tinyurl.com/4fvaa98f. I changed the post title to reflect my belief that growth funds in a portfolio tend to be more volatile. This is not necessarily helpful …
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What Is AI Investing?
My Comments: Despite my advanced age, I’m increasingly fascinated by AI and am now using it almost daily to help me with chores on my office computer, things that would have not been possible a few months ago. My first effort was last March as my granddaughters birthday approached. I asked ChatGPT to draft a …
An Interesting Analogy for Retirement Planning
I’m sure you’ve heard about annuities. Some of them can be imagined as a "Swiss Army Knife" when it comes to retirement planning, a versatile companion that serves multiple purposes, much like the trusty Swiss Army Knife I've carried for years. In this post, I'll describe a financial product tailored for your retirement journey. While …
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Annuities: Part Three
My Comments: This is Part Three and the last one in this series. My hope is you’ve read Part One and Part Two and ready for Part Three of the series and for it to end. I’ve attempted to provide the reader with a comprehensive and somewhat detailed overview of annuities and how they can …
Annuities: Part Two
My Comments: Two days ago I posted Annuities: Part One. In this post my attempt is to expand on a readers understanding of annuities in general so that if anyone sees this as a viable way to set aside money for the future, they’ll have a better understanding of the variables involved and how they …
How To Build A Mutual Fund Portfolio For Income
My Comments: Virtually all of us in retirement need an income. If we continue to work part time, that’s active income. If we rely wholly on Social Security, qualified retirement accounts, or other accumulated assets, that’s considered passive income. Most of us are no longer working for money and instead money is working for us. …
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A Massive Stock Market Bubble May Be About To Burst
My Comments: There are many comments from presumably smart people at the end of this article that appeared recently. You can find them via the link just below. Many refute what he says and think he’s full of it. Meanwhile, I’m a retired person, and the threat of losing too much money in the short-term …
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Helping Define Your Financial Future 