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...
Aug 26, 2022
Why the Top Investors do not Diversify & choose to Concentrate their Holdings
BRT S03 EP41 (140) 8-26-2022 – Wealth for Life
Things We Learned This Week
- Diversification, is it really as good as the business media claims?
- Top Investors buy individual holdings (Stocks), not Indexes
- Leverage defined in the financial...
Aug 19, 2022
Saving: How Much You Save $, Matters More than What You Invest In
- BRT S03 EP39 (138) 8-19-2022 – Wealth for Life
Things We Learned This Week
- Saving - How Much, Matters More Than What You Invest In - Saving 76% vs Investments 24%
- Earning Years - People in their 40s saving 10% / year, when they need to be saving...
Aug 12, 2022
Leverage - Get More with Less Effort – How to Scale Wealth
- BRT S03 EP37 (136) 8-12-2022 – Wealth for Life
Things We Learned This Week
- Scaling Wealth - need new strategies that apply financial innovation like Leverage to finance retirement / ex. - Mortgage allows you to buy a house w/ 10% down, now you to own...