Talking Real Money - Investing Talk

Is value investing no longer a thing?

Episode Summary

What's been wrong with value stocks lately and will they come back?

Episode Notes

Today we spend some time discussing Social Security talk about the recent underperformance of value stocks. We also take a look at something you’re probably avoiding in your retirement plan; taxation and tax planning. In addition, we debate a hot Wall Street argument: are value stocks better than growth stocks? Finally, we share a few great tips to help better secure your retirement plan and a simple trick to balancing your portfolio today.

Results of the 2019 nationwide Retirement Institute survey.

The power of delaying Social Security.

Get a better tax split with a Regular 401(k) and a Roth 401(k).

Why you need to pay attention to taxation.

The benefit of leaving a legacy of minimalism.

Why value investing is under fire!

Are value stocks better than growth stocks?

Why value and growth stocks are not an either/or.

The S&P 500 is not the market.

Vestory — https://vestory.com/

Nationwide Retirement Institute Survey Results — https://www.prnewswire.com/news-releases/nationwide-retirement-institute-survey-finds-few-business-owners-fully-understand-health-savings-accounts-and-are-hungry-to-learn-more-300810905.html

My SSA — https://www.ssa.gov/

Value Stocks VS Growth Stocks — https://www.wallstreetmojo.com/value-vs-growth-stocks/