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Your Money, Your Wealth

Tempted to Panic and Sell? Do These 3 Things Instead - 191

Your Money, Your Wealth

Your Money, Your Wealth

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

2.3681 Ratings

🗓️ 16 October 2018

⏱️ 56 minutes

🧾️ Download transcript

Summary

Brian Perry and Larry Swedroe on market volatility, whether, as President Donald Trump said, the Fed is crazy, and what 3 things you should do next to be like the greatest investor of all time, Warren Buffett. Plus, answers to your questions: can you roll a 401(k) into a home purchase? What's a good allocation of stocks vs. bonds? And find out why Joe says to contribute to your 401(k) plan regardless of the investment options and fees, and why he thinks Suze Orman is crazy and out of her mind!  Transcript and show notes: http://bit.ly/YMYW-191

Transcript

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0:00.0

Market volatility return, so we turn to the directors of research.

0:04.5

Brian Perry from Pure Financial Advisors talks about why the markets are jumpy, and whether,

0:08.9

as President Trump said, the Fed is crazy.

0:11.5

Larry Swedro from Buckingham Strategic Wealth has three tips on what you should do next

0:15.4

to be like the greatest investor of all time, Warren Buffett.

0:18.8

And Joe and Big Al answer your money questions. Can you roll a 401k

0:22.5

into a home purchase? What's a good allocation of stocks versus bonds? Plus, find out why Joe says to

0:28.7

contribute to your 401k plan regardless of the investment options and fees and why he thinks

0:34.1

Susie Orman is crazy and out of her mind. Jumping on that market roller coaster now, here are Joe Anderson CFP and Big Al Clopine's CPA.

0:43.8

I got Brian Perry with me right now.

0:46.7

He's our director of research at your financial advisors, chartered financial analyst, certified financial planner.

0:53.0

Brian, there's a reason that you're on the show.

0:57.0

And it's not because I just like talking to you.

0:59.4

It's not because I'm a CFA and a CFP.

1:01.1

It could be.

1:01.8

It could be that.

1:03.2

But we've had a little volatility in the overall markets.

1:06.6

We have?

1:07.3

A little bit.

1:08.1

Oh.

1:09.0

It's back.

1:09.9

Really?

...

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