Radio Show #141: Ode to Big Al

This was my first show back since my father (aka "Big Al" or "Albie") passed away. Dad loved the show-he thought it was so cool that you  shared your financial concerns and questions with me, and that I was able to help you out in any way that I could. If you missed the Father's Day show with Big Al, check it out here. And this is my syndicated Tribune column that I wrote for Father's Day.

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We started the show with a great call from Jo in Atlanta, who wanted a solution to her rebalancing needs. Beth from NY recently lost her father and asked about how to invest proceeds of insurance for her mom.

Ed weighed in with a question about Required Minimum Distributions (RMD) and Karl is wondering whether or not to grab an early retirement offer from the USPS.

Two listeners are at opposite places: Patrick wants to know how to jump into the stock market and Andrew is worried about how to get out!

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Radio ShowMark Talercioasset allocation, fee only advisor, investing, MarketRiders, mortgage pay off, NAPFA, rebalancing, Rollover, Student loans