About this episode
Don finally peeked at his brokerage statement and was pleasantly surprised. His portfolio finally made money. Did yours? We talk about the investment markets' ups (and downs) and finding the right balance between safety and potential return. We also share the states with the best and worst home equity appreciation. How can you tap that hidden wealth? Then, we hear from callers asking: What should be done with an old variable annuity in a 403b? How should an end-of-year backdoor Roth be done? Can someone from out-of-state attend Retiremeet? What do we think of some advice from a Voya rep? Is renting really better than buying a home? Learn more about your ad choices. Visit megaphone.fm/adchoices