Tom’s Take on Index In/vesting vs Active Management Transcript: Easan Arulanantham: What is there a time and place for, you know, index investing, rather than like an active strategy? Tom Vaughan: Yeah, that’s kind of the two, the two different concepts. And let me just describe those really quickly. So active management, and you can
Transcript: Tom Vaughan: Hello, everybody, welcome to Monday, the S&P 500 today was up .2%. And really interesting day, over the last couple of weeks, we’ve seen some similar motion to what we saw today, where the growth type stocks, the things that did well last year, are really starting to pick up and more
Tom Advocates Building and Growing Wealth for Retirement Transcript: Easan Arulanantham: So the first question of the week is, what is the best way to get income from or retirement? Tom Vaughan: Best way to get income for retirement? Yeah. Okay. When we look at retirement, you know, there’s a lot of things besides income,
Tom Helps us Weigh Pension Options Transcript: Katie Nealis: What do you think of lump sum, pension buyouts, lump sum pension buyouts? Tom Vaughan: Yeah, you actually could, what she’s talking about is sometimes you end up with a scenario where you can get a certain amount per month for life or for you and
Tom Thinks a new Minimum Corporate Tax Will be Interesting Transcript: Katie Nealis: How would Biden’s new proposal 15% corporate minimum tax affect the market? Tom Vaughan: Yeah, this just came up yesterday, at least in the news. And so yesterday, the market opened up and went down, you know, there was some worry about
Tom Discusses Peace of Mind Investing Transcript: Katie Nealis: I have enough money saved to pay off my mortgage before I retire. Should I do that? Or should I invest the money elsewhere? Tom Vaughan:Yeah, I mean, it’s kind of interesting, you can look at this purely financial, in the sense that, you know, the
Know How Prop 19 Might Affect Transfers of Property Transcript: Katie Nealis: I want to transfer a property to my daughter, how does prop 19 affect property affect the property tax? Easan Arulanantham: So let’s start on property, it affects a lot of different props. So I’m going to focus on what happened to prop
Tom Gives Us 5 Plus a Bonus Tip for Planning Early Retirement Transcript: Katie Nealis: I’d like to retire early, what are your top five tips for a successful early retirement? Tom Vaughan: Okay, now this came in earlier. And so I had some time to prepare some pieces, and I’ll show you, you know,
Tom’s Takes on Promising ETFs Transcript: Katie Nealis: What are a couple of growth ETFs to watch right now? And what are a couple of dividend ETFs to watch for right now as well. Tom Vaughan: Okay, yeah, that’s, that’s an interesting one. Actually, let me pull up my chart again here. And we can
Tom Discusses Potential Tax Time Bombs for Investors Transcript: Easan Arulanantham: What are some ways to I guess combat the high tax or income flows from rmds? Is there any, like good strategies that we could use? Tom Vaughan: Yeah, well, it’s kind of difficult because there isn’t anything, you know, really, really good. In