We asked Tom What, Aside From the Usual Things, Should be Considered by Those Planning to Retire. Transcript: Tom Vaughan: Okay, so what Katie’s asking is, “Are there any retirement expenses that people have asked about in the past that they’re not counting on, that they should be counting on?” So it’s really important when
We ask Tom How to Plan for a Parent Perhaps Needing to Go Into a Retirement Home. Transcript: Tom Vaughan: Okay, so what Katie asked was a really interesting question, actually, “My mother’s about to go into a nursing home, what’s the best way to pay for that?” Well, a couple of things that come
Tom’s Outlook on the Market for the Remainder of the Year Transcript: Tom Vaughan: So Katie is asking, “What’s my outlook for the stock market for the rest of this year?” Here’s my path, or the theme that I’m really looking at very strongly in, it’s pretty straightforward. Over the course of this year, the
We ask Tom When is the Right Time to Retire? Transcript: Katie Nealis: “I’m trying to decide if I can afford to retire. What’s the best way to figure out when to retire?” Tom Vaughan: Yeah, this is one of the most stressful periods, at least financially that that people run into, outside of not
We ask Tom if We Need to Take All of Our Required Minimum Distribution: Transcript Tom Vaughan: So Katie’s asking, “I don’t need all of my Required Minimum Distribution. Do I have to take that?” So that’s really interesting actually. Because that’s unfortunately fairly common within my practice, where people have built up a lot
We want Tom’s Definition of Socially Responsible Investing. Transcript: Tom Vaughan: Alright, so Katie says we have a question about Socially Responsible investing. And she’s asking just, “what does that mean?” So, actually, my practice started in 1987. And really, at the very, very beginning of that practice, I’ve always had a social responsibility set
Tom explains if an Inherited Roth Can be Transferred Directly to the Owner’s Roth Account. Transcript: Katie Nealis: “When my children inherit my Roth and have to spend it over the next 10 year, can they move it over into their Roth accounts as a tax free?” Tom Vaughan: Yeah, unfortunately, no. I mean, this
Tom Tells Us How We Can Create an ESG Portfolio. Transcript: Tom Vaughan: Okay, so she’s saying that with the change in administration, you know, that whoever asked the question would like to do some more, you know, social responsible investing, is this something where I will, you know, not make as much because I’m,
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Tom, Should We Be Planning to Pay More Taxes Under the Biden Administration? Transcript: Katie Nealis: So we have another question from the question bank, do I need to make any moves because of the possibility of tax increases under this administration? Tom Vaughan: Yeah. So there are two pieces that are being talked about