Program Length:20 minutes
This week, I go back to the Your Life Your Wealth archives for a discussion on how you can deal with uncertainty and avoid making emotional decisions. I talk with former poker champ turned business consultant Annie Duke, author of “Thinking in Bets: Making Smarter Decisions When You Don’t Have All The Facts.” Learn best practices for poker players and investors.
Program Length: 31 minutes
The IRS tax code, as it stands today, won’t survive. Some recent changes will either expire in 2026 or, if the political winds in Washington shift, perhaps sooner. Taxes are one of the biggest expenses you’ll face in retirement. Proper tax planning is imperative. In this episode, I detail four important strategies for Roth IRA conversions you can use today that will help you save on taxes in the years ahead.
Program Length: 33 minutes
How are you judging your investment success? Are you an outcome driven or performance driven investor? There are many priorities you should consider before simply judging the success of your investment strategy purely on performance numbers. As an investor, your priorities are unique. Measuring your investment returns against arbitrary benchmarks isn’t necessarily the best way to evaluate your specific situation. I discuss ways outcome driven investors more likely to attain success, as compared to those who focus entirely on the numbers.
Program Length 24 minutes