8-9-24 What Kind Of Inheritance Will You Leav...

The market narrative says investors are rotating out of expensive growth stocks and into cheaper value stocks. But is that actually happening? Jon Penn and Michael Lebowitz explain how today’s passive investing landscape can distort traditional definitions of value and growth. ET ...  Show more

Jon Penn & Devoda Owens cover key financial planning and market topics affecting investors and retirees, beginning with market commentary on the Iran campaign and geopolitical risk, and what it could mean for energy prices, inflation expectations, and market volatility. Jon & Dev ...  Show more

Secure Act Concerns

Rules for Traditional and Roth IRAs and Changes for Inherited IRAs

Will Beneficiaries Need to Withdraw RMDs Every Year?

Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?

Why Congress Wants Inherited IRA Heirs to Follo ...

In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to ...  Show more

A financial void post retirement can be a scary possibility if you don't start to plan early. How early? Well the day you join your first job preferably. There is a clear math on how much you should save, where you should invest and how frugally you should live, depending on how ...  Show more

Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, S ...