Sep 14, 2023
Year after year, investors underperform the funds they invest in by almost 2%. 🤯
Not because of fees or taxes...but because of poorly-timed investing decisions.
In today's episode, I'm sharing the results of this year's "Mind the Gap" study from Morningstar.
I'm also sharing:
‣ The asset classes with the highest...
Sep 6, 2023
Consumers reported losing nearly $9 billion to fraud in 2022 — a 30% increase from the year prior.
And those are just the incidents that are reported.
In fact, some reports suggest that the ACTUAL amount is closer to $40 billion!
One thing every report seems to agree on is that scams are becoming more prevalent and...
Aug 30, 2023
In this episode, we're answering listener questions!
Specifically, guest host Jeremy Schneider is answering questions like:
- What are the best index funds to invest in
- How do you access retirement money early
- What are the little-known pitfalls of early retirement
Jeremy also shares important tips on transferring money...
Aug 23, 2023
Almost every day, I (guest host Jeremy Schneider) hear someone mention their credit score.
After being in school our entire young lives, we must all crave for someone to give us another grade.
And when the ol’ FICO corporation is slapping a big number on all of us...
...we excitedly spend every waking moment trying to...
Aug 16, 2023
Today we're talking about the Backdoor Roth IRA.
Specifically, guest host Jeremy Schneider is sharing:
- What the Backdoor Roth IRA strategy is
- Why you should (or shouldn't) pursue it
- How to execute it the right way
If you're interested in learning more about this unique strategy for getting more money into a Roth IRA,...