Program Length: 22 minutes
In the last ten years, exchange traded funds have become very popular, in part because investors can buy and sell any time the markets are open. In today’s discussion, I fill you in on something new called interval funds, which restrict total withdrawals to a range of 5% to 25% of fund assets in a specified period, such as once a quarter. Some fund companies believe interval funds can deliver higher returns because of illiquidity. These funds also use higher risk investments that are usually only available to wealthy or institutional investors.
Program Length: 24 minutes
Program Length: 23 minutes
Retirement Planning Tips for Age Gap Couples
Married couples with a sizable age difference face unique challenges relating to retirement. I discuss the issues including how age gap retirement impacts social security decisions, asset distributions, and other financial matters. I also talk about the psychological and social effects of one spouse retiring as the other maintains full-time employment.
Program Length: 25 minutes