Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Rethinking the 60/40 Portfolio: Bonds, Benefits, and Beyond
Airdate: 12/16/2023
In this episode, Josh starts by reading an email from an excited listener inquiring about necessary documents for an upcoming meeting. He then delves into the importance of long-term care planning and protecting oneself from financial exploitation.
Josh takes calls from listeners, addressing a range of financial questions. A caller's question about the tax implications of cashing in U.S. savings bonds leads to a detailed discussion. Another listener asks about Social Security spousal benefits, prompting Josh to provide insights and suggest further analysis for informed…
The skinny
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