
Sign up to save your podcasts
Or


Devin and John talk about assigning people to act for you, and picking good stocks for your investments.
First, Brenda has a question about naming a successor trustee for a trust she has set up. In many kinds of legal and estate planning documents, you need to designate someone to act on your behalf. John explains the four options for naming those folks.
Next, Chris asks how to pick better stocks and stop losing money in the stock market. Devin shares that despite his skills and the resources available to him, he hasn't had a lot of success with individual stocks. He's had better luck diversifying, such as in an index fund. Then, John explains his philosophy with a great story about glove box money vs. casino money.
For more information, visit http://www.bigpictureretirement.net
By Devin Carroll, CFP® & John Ross, JD4.7
523523 ratings
Devin and John talk about assigning people to act for you, and picking good stocks for your investments.
First, Brenda has a question about naming a successor trustee for a trust she has set up. In many kinds of legal and estate planning documents, you need to designate someone to act on your behalf. John explains the four options for naming those folks.
Next, Chris asks how to pick better stocks and stop losing money in the stock market. Devin shares that despite his skills and the resources available to him, he hasn't had a lot of success with individual stocks. He's had better luck diversifying, such as in an index fund. Then, John explains his philosophy with a great story about glove box money vs. casino money.
For more information, visit http://www.bigpictureretirement.net

1,956 Listeners

450 Listeners

816 Listeners

788 Listeners

1,312 Listeners

454 Listeners

543 Listeners

752 Listeners

694 Listeners

616 Listeners

348 Listeners

828 Listeners

200 Listeners

597 Listeners

1,062 Listeners