Every year, Schwab does a study to determine the amount of money people think they need to be wealthy. Paul and Anne discuss what contributes to the idea of wealth and how the amount of money people think they need to be wealthy dropped in 2021 by $700,000. Later in the show, Paul brings up how Bitcoin affects the level of risk in a retirement portfolio.
What Do 5-Star Broker Ratings Mean? It’s Not What You Think.
October 4, 2024
So you go to a planning meeting and find out that the company is full of award-winning brokers selling 5-star funds. Well,