Karsten Jeske, PhD, CFA, shares insights on how current macroeconomic trends are impacting retirement safe withdrawal rates and asset allocation.
How to set and rebalance your asset allocation efficiently (HYW084 – REPLAY)
How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.
Retirement withdrawal strategies: tax-efficient portfolio drawdowns (HYW083)
Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.
Annuities explained: is annuity income a good investment in retirement? (HYW082)
Stan The Annuity Man explains how annuities work, how to decide whether annuities are right for you, and how annuities fit into your retirement strategy.
Taxes on stock gains: how to avoid capital gains tax on stocks (HYW081)
CFA Scott Stratton explains how capital gains taxes work. We discuss key rules and strategies you need to know to minimize capital gains taxes.
Teaching your kids about money and financial independence (HYW080)
Doug Nordman & Carol Pittner, father and daughter co-authors, share how to teach your kids to achieve next-generation financial independence.
College student financial aid changes coming to the FAFSA application (HYW079)
Ann Garcia, aka The College Financial Lady, explains upcoming rules that will bring significant changes to the federal student financial aid process.
Money lessons for kids: Tips from other personal finance influencers (HYW078)
Four personal finance influencers – all parents themselves – share their best tip on teaching money lessons to kids.
Financial literacy for kids: how to teach your kids about money (HYW077)
Author Robin Taub explains how to instill financial literacy in kids. We discuss strategies, role modeling, & techniques for teaching your kids about money.
Language learning through travel immersion courses in early retirement (HYW076)
Ingrid, engineer turned early retiree & travel blogger, shares her early retirement experience pursuing language learning through travel immersion courses.
