Ep. 1996: Growth, Value, and When to Retire

Don tackles listener questions about growth versus value stocks, choosing the right time to retire, Medicaid and estate-planning concerns, the problems with infinite-banking whole-life policies, when annuities may make sense, and how mutual-fund distributions affect share prices. 00:00 Zeuhll musical intro 01:08 Friday Q&A begins 03:51 Growth stocks versus value stocks 07:43 Choosing the right month to retire 11:29 A parent’s home, Medicaid, and estate planning 14:52 Infinite banking and whole-life insurance 17:59 When annuities may make sense 22:56 Mutual-fund capital-gains distributions 26:34 Wrap-up Questions? Comments? Click the microphone at TalkingRealMoney.com. Questions? Comments? Click!