In this episode, Peter answers listener questions about 401(k) accounts. Listen now and learn: How to choose between a Roth and Traditional 401(k)Best practices for choosing mutual funds in your 401(k)When is the right time to make withdrawals from your 401(k) in...
There is no such thing as a perfect portfolio. There is only the portfolio that you can stick with for as long as possible. In this episode, Vanguard’s Liz Anne Muirhead and Natalie Marvi-Romeo explain three evidence-based strategies for your portfolio: Index...
Knowing that you are going to experience market losses can help you mentally prepare and make better decisions. In this episode, I explain how performing a safety net analysis can give you an additional layer of emotional comfort during a market downturn. Listen now...
Good investing isn’t complicated. It’s not about outsmarting or outworking everyone else. A lot of it comes down to avoiding mistakes and repeating good habits.As a Chief Investment Officer of over $6 billion dollars, here are 10 important things you should know about...
Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues....
