About this episode
In this episode, we share the surprisingly good returns for 2023 so far and what it means going forward. Then we share a terrible way to find a fiduciary investment advisor and why it’s so hard to find high-quality financial advice. Callers ask about the following: Flexible withdrawals in retirement planning. We explain how withdrawing a reasonable percentage each year can provide a sustainable income. Using QLACs (qualified longevity annuity contracts) as a means to avoid RMDs (required minimum distribution). What are value stocks, and how are they more aggressive? Learn more about your ad choices. Visit megaphone.fm/adchoices