Our topic on this episode of the Ready for Retirement podcast is about whether or not you should invest all at once (lump-sum) or invest smaller amounts over a longer period of time (dollar-cost averaging). Questions answered: Should I invest when …
[Read more...] about Should I Invest a Lump Sum All at Once or Over Time?
Our topic on this episode of the Ready for Retirement podcast is about what you need to know when you receive a windfall (inheritance, gift, high income year, etc). Questions answered: What do I need to know when I receive a large sum of …
[Read more...] about What You Need to Know Before Coming Into a Large Sum of Money
Our topic on this episode of the Ready for Retirement podcast is about how to coordinate portfolio withdrawals with Social Security (and other income sources). Questions answered: How can I best coordinate my portfolio withdrawals with when I …
Our topic on this episode of the Ready for Retirement podcast is about the 4 common investment mistakes to avoid. Questions to ask ourselves: How should my investments be allocated based on my different goals? What investment accounts are best for …
Our topic on this episode of the Ready for Retirement podcast is about understanding the best way to save for a short-term goal. Questions to ask ourselves: How soon will I need the funds for my short-term goal? How should I be invested when …
[Read more...] about What’s the Best Way to Save for a Short-Term Goal?
