It’s not How Much You Earn, but How Much You Keep That Matters

My dad used to often say to me, “It’s not what you earn, but what you keep that matters.” In this show, we’ll talk about several strategies that can help you maximize how much you keep of what you earn.

We’ll then go on to discuss potential pitfalls of investing in mutual funds and the benefits of individual bonds, particularly as you approach retirement.

We’ll also explain the difference between fee-based and commission-based advisors, with the former being held to a fiduciary standard which requires them to make the best recommendations for their clients.

For our weekly listener question, we’ll address indexed funds and municipal bonds.

Listen in.