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What Are Your Thoughts?

Por: LifePoint Planning - Doug Oosterhart

Financial advisors talk current financial topics, social culture around money, and questions their clients ask.

30 episodios disponibles

Latest episodes of the podcast What Are Your Thoughts?

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing the downside when the market falls 21/11/2022

WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement 19/10/2022

WAYT S3E12: Listener Questions; The Stock Market 23/09/2022

WAYT S3E11: Ret. Series Part 5 - Hedging Against a Market Downturn 08/09/2022

WAYT S3E10: Retirement Series Part 4 - Annuities 23/08/2022

WAYT S3E9: Retirement Series Part 3 - Guardrails and Dynamic Spending Strategies 09/08/2022

WAYT S3E8: Retirement Series Part 2 - 4% Rule(s) 19/07/2022

WAYT S3E7: Retirement Series Part 1 - Risks in Retirement 23/06/2022

WAYT S3E6: Being a Great Investor by Being Average 11/05/2022

WAYT (short) S3E5: Series I Savings Bond - Why Now? 01/04/2022

WAYT S3E4: The Seduction of Pessimism in Investing and Money 17/03/2022

WAYT S3E3: Are bonuses taxed at a higher rate than normal?; What tax docs do you need from your investment accounts? 22/02/2022

WAYT S3E2: Calculating Retirement Income 02/02/2022

WAYT S3E1: Covid Mindset Shift, Stock Market Psychology, Most Popular Episodes from 2021 20/01/2022

WAYT S2E12: Guest Colin Overweg, CFP® - Fee Structures and What You Should Know 16/11/2021

WAYT S2E11: Diversification vs. Concentration in Investing 03/11/2021

WAYT S2E10: Saving vs. Investing 19/10/2021

WAYT S2E9: Combining Finances In A Relationship 06/10/2021

WAYT S2E8: Income Tax Refresh, The Best Way to Budget 20/09/2021

WAYT S2E7: Federal Taxes 101, Taxing Income vs. Wealth/Assets 17/08/2021

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