Talking Real Money - Investing Talk

Don't make investing more complicated than needed.

Episode Summary

The more complex an idea sounds, the less likely it will succeed.

Episode Notes

Today is catch-up day. We have so many accumulated questions that today's podcast is loaded with Q&A:

What's the best way to modify retirement portfolio allocation?
Is there are benefit to creating a leveraged "risk parity" portfolio?
Are these 529 plan fees fair?
Does an annuity belong within a qualified retirement plan?