WCI #367: The Importance of Asset Allocation

How do you know if your home and auto insurance actually covers what you think it does, and whether you're paying too much for it? In this episode, Dr. Jim Dahle talks with Jeff Wingate, president of Rate Insurance, about the fast-changing world of property and casualty coverage. ...  Show more

How do you finish medical training with $300,000 in student loans and still reach a net worth of zero before your first attending paycheck? In this episode of Milestones to Millionaire, an orthopedic surgery fellow shares how he and his family accumulated nearly $300,000 in inves ...  Show more

Investing is a big theme on today's show. Listeners want to know:Should I sell my investments if they've performed poorly and I may need the money soon?What are the best types of investment accounts for retirement that don't have minimum ages for withdrawals? How do I prioritize ...  Show more

In this episode, Dr. Peter Kim dives deep into the world of smart investing, helping you craft a diversified investment portfolio that works for you. We'll explore key strategies for asset allocation, discuss how to prioritize cash flow, and uncover the power of income-producing ...  Show more

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Dr. Nii converses with Kevin Matthews, number one bestselling author, former financia ...

On episode 51 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM advisor, CFP, and CFA, Blair DuQuesnay to discuss how your asset allocation should change when your net worth grows, real returns for bonds, I-bonds, and much more! Submit your Portfolio Rescue quest ...  Show more