Dollar-Cost Averaging, Small Cap, and Stable Value Funds - 367

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 1 March 2022

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

What are dollar-cost averaging and reverse dollar-cost averaging? Joe and Big Al explain as they answer questions about paying Medicare premiums with HSA funds, and ETFs vs mutual funds when dollar-cost averaging into small-cap value funds. Plus, why would you want to reduce the stock allocation in your emergency fund, and should a stable value fund be part of your portfolio? Is it possible to “re-identify” an inherited IRA as a spousal IRA to change the RMD calculation? Is the section 162 executive bonus plan just whole life insurance? And finally, Joe’s past comes back to haunt him with 9 cats, a neurotic beagle, and 200 IRAs. Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-367

Transcript

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0:00.0	Today on Your Money, Your Wealth podcast number 367, what exactly are dollar cost averaging and reverse dollar cost averaging?
0:08.6	Joe and Big Al explain as they answer questions about paying Medicare premiums with HSA funds and ETFs versus mutual funds when dollar cost averaging into small cap value funds.
0:19.8	Plus, why would you want to reduce the stock allocation in your emergency fund?
0:23.6	And should a stable value fund be part of your portfolio?
0:27.6	Is it possible to re-identify an inherited IRA as a spousal IRA to change the RMD calculation?
0:34.6	Is the Section 162 executive bonus plan just whole life insurance?
0:39.7	And finally, Joe's past comes back to haunt him with nine cats, a neurotic beagle, and
0:44.8	200 IRAs.
0:46.8	Visit Your Money, Your Wealth.com, and click Ask Joe and Al on air to send in your money
0:51.2	questions, comments, and bizarre stories as an email or a voice
0:54.9	message. I'm producer Andy Last, and here are the hosts of Your Money, Your Wealth, Joe Anderson,
1:00.3	CFP, and Big Al-Clobine CPA.
1:03.9	We got, hello, I am WhiteW Team, Jim from Santa Cruz calling. We haven't talked in a while.
1:11.6	Jim, I don't think we've ever spoken.
1:14.9	He hears you.
1:16.4	You read his questions.
1:17.9	Yeah.
1:18.2	I feel like we have a connection.
1:19.6	Yeah, I do too.
1:20.8	He does too.
1:22.3	Yeah.
1:23.2	He's like listening, driving his Honda's CRV right now.
	...

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