Sophisticated Finance

Sophisticated Finance episodes

September 26, 2024 What to do with a retirement account from an old job
During this episode, we’re going to examine some of your options for what to do with a retirement account from a previous employer.
12 min
August 17, 2024 Investment Diversification
In this episode, we discuss some important principles when it comes to diversifying your assets to reduce the volatility of your portfolio.
9 min
March 17, 2022 Taxes in Retirement
In retirement, a solid tax strategy can increase the longevity of retirement income.
7 min
February 17, 2022 Social Security
Social Security benefits can have a great impact on retirees and retirement planning. This episodes explores some basic information about Social Security benefits.
8 min
January 17, 2022 ESG Funds
ESG funds are now being offered by a wide variety of financial companies. This episode explores the basic concepts and theories of what ESG funds are.
8 min

From the publisher's feed

The purpose of this podcast is to inform investors on a variety of financial topics.