Nov 9, 2022
Luck & Risk + How to Build a Crystal Ball - BRT – WFL S03 EP56 (155) 11-6-2022
What We Learned This Week
- 4 Kinds of Luck - Blind, Hard Work, Preparation, Reputation
- Crystal Ball - Read to get Data on Tech Trends
- Types of Risk - Interest Rate, Inflation, Play it Safe
- Market Risk - Buffet Rule # 1 - Never Lose $, how...
Oct 28, 2022
BRT – WFL: Accumulation vs. Distribution & Why Wall Street only sells Accumulation, plus Recovery thru Options Strategies
BRT S03 EP54 (153) 10-28-2022 – Wealth for Life
Things We Learned This Week
- Accumulation - easier for Wall St to sell, just buy stocks in your 401K, Market goes up over time
- Distribution -...
Oct 14, 2022
Wealth for Life Concepts - Offense / Defense, Assets, Leverage & Control 3 Things
BRT S03 EP51 (150) 10-14-2022 – Wealth for Life
Things We Learned This Week
- Offense / Defense - Balance in a Financial Plan – Synergy of the Mix
- Assets – Difference between Appreciating & Harvesting
- Leverage – Get More...
Sep 23, 2022
Does the 60/40 Split Still Work in Investing? Bonds Portion Needs Help
BRT S03 EP47 (146) 9-23-2022 – Wealth for Life
Things We Learned This Week
- What is the 60/40 Split in Investing? Equities 60% for Growth/ Bonds 40% for Income
- Bonds Returns have been going down for 2 decades, hurting Retirements
- Sequence of...
Sep 17, 2022
What is a Qualified Plan? If You Have a 401K or a SEP IRA You Have One
BRT S03 EP45 (144) 9-16-2022 – Wealth for Life
Things We Learned This Week
- Retirement & Income Planning
- Qualified Plans: ie - 401K & Roth IRA
- SEP IRA for business owners, can defer 25% of income if setup correctly
- Tax Brackets - tiered system...