April is Financial Literacy Month, a perfect time to answer your questions about the murky world of “Alternative Investments.” These vehicles fall outside of the more commonly utilized individual stocks, bonds, mutual and exchange-traded funds. In general, they are used by large institutions, like pension funds, endowments, foundations and wealthy (“accredited”) individuals.
#319 Retirement Planning and the Silicon Valley Handbook
Before helping all you budding wannabe Silicon Valley entrepreneurs out there, we did a little retirement planning in hour one. First we helped Pat in Virginia who's in a unique situation. Based on his calculations, Pat figures he'll actually earn MORE in retirement than he does now. Given this unusual scenario, Pat is wondering how he can start to minimize the tax hit and if using a Roth 401k is a good place to start. Next up was John from Georgia who is preparing for retirement and isn't quite sure how to handle the RMDs from his various accounts. April 15 JOM Hour One
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Are you an entrepreneur? Or does your soon to be graduating child have dreams of going to Silicon Valley and becoming the next Mark Zuckerberg? Let's be honest...these days, you don't have to go to California to become a successful entrepreneur. To help hammer home that point we had a quick chat with Michael Moe, author of The Global Silicon Valley Handbook.
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P.S. Check out our podcast! It's called Better Off and it's sponsored by Betterment. It's similar to the radio show yet a bit different. We'd love hear your feedback! You can download it via iTunes, Spotify or Google Play. If possible, please leave a rating and/or review in iTunes.
Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:
- Call 855-411-JILL and we'll schedule time to get you on the show LIVE
- Send an email: askjill@jillonmoney.com
- Tweet us: @jillonmoney and @MTalercio