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Dec 22, 2021

Topics Covered:

For full show notes visit: https://sfgway.com/220

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This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any...


Dec 15, 2021

Topics Covered:

For full show notes visit: https://sfgway.com/219

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This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any...


Dec 10, 2021

Topics Covered:

When Actively Managed Funds Are Worth It (By Kiplinger)

Judge OKs $5.4 million settlement over Transamerica retirement plan (By Des Moines Register)

What to do when your parents didn’t save for retirement (By CNBC)

For full show notes visit: https://sfgway.com/218

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Dec 9, 2021

Topics Covered:

Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com)

Seven 529 Plans to Avoid (By Morningstar.com)

This Retirement Myth Could Cost You $100,000 (By The Motley Fool)

For full show notes visit: https://sfgway.com/ep217

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