Archive for March 2021

Advice for an investor who is managing three separate 401(k) accounts at former employers. Plus answering listeners’ questions on interest rates and what the Federal Reserve is doing about it.

A deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT), and cryptocurrencies. Plus listeners’ questions on the Henssler investment criteria and if there is a possibility Congress will waive RMDs this year.

A special interview with Travis Suit, founder of Piper’s Angels Foundation and The Crossing for Cystic Fibrosis. They discuss how the pandemic affected the foundation’s flagship fundraiser and their plans for paddle boarding across the Gulf Stream this June. Advice for a client wanting to fund a Roth IRA for his young children. Plus listener’s question on the significant growth component included in the S&P 500 Index.

How extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare. Plus a listener’s questions on placing stop orders and how to invest in the electric vehicle production process since Tesla’s P/E is so astronomical.