The financial world is full of complexities, and it can be hard to keep up with all the nuances. However, there are some aspects that are often overlooked or underrated in terms of their importance. Here we will discuss three things that should be appreciated more in the financial world.

Here are a few of the things we discuss in this episode:

0:39 – Why liquidity is important for a retiree?

1:47 – Why don’t we appreciate predictability more?

3:06 – The beauty of simplicity in a financial plan.

5:46 – Mailbag question on Roth conversion amounts

6:59 – Mailbag question on rolling over an old 401(k)

 

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