DiNuzzo Index Show - Podcast

Answering Listeners Questions, Why Investors Become Frustrated When Seeking Financial Advice, Understanding Your Investments and Their Expenses, Confusion Surrounding Insurance, Annuities, and Typical Sales Pitches

Answering Listeners Questions, How Even Great Savers Retirement Plan Can Go Wrong, The Necessity of Planning for the Younger Spouse, Index Investing and Diversification

Answering Listeners Questions, Have We Discovered An Unknown Premium in the Stock Market, Direct Profitability Factor, Stock Market Premiums vs The Alternatives

Answering Listeners Questions, Investments Held in Concentrated Positions, Aligning Portfolio Strategies With Life Goals, Excessive Investment Risk

Answering Listeners Questions, Negative Impacts of Market Timing and Active Management, Risk Adjusted Returns, Active Management's Underperformance and High Fees and Expenses

Answering Listeners Questions, Portfolio Assets Outgrowing Capability To Self-Manage, Extra Risk Involved In Holding Individual Stocks, Retirement Planning Saves The Day After Corporate Downsizing

Answering Listeners Questions, Retirement Planning, Ideal Opportunities For A Roth IRA Conversion, Challenges Facing Early Retirees

Answering Listeners Questions, Discomfort Heading Into Retirement For A Self-Directed Investor, Solving For Tax Planning CHALLENGES, Gifting And Legacy Concerns For Children

Answering Listeners Questions, Securing A Retirement Plan With Confidence, After Suffering The Loss Of A Spouse, Marcellus Shale Income Options, The Need For Cash Flow - Planning In A Fast Forward Retirement

Answering Listeners Questions, Solving Problems For Early Retirement Success, Solutions For An Investor Undertaking Excessive Portfolio Risk while Approaching Retirement, Providing Structure And Strategic Planning For Retirement

Answering Listeners Questions, Confidently Mapping A Plan For A Retirement Filled With Uncertainty, When Investing Too Conservatively Can Pose A Problem For Legacy Assets, The Necessity Of Having A Detailed Balance Sheet And Cash Flow Statement

Answering Listeners Questions, Guidance For Retirement Targets, Social Security Benefits, The Difficulties A Spouse May Face After Becoming Newly Responsible For Managing Their Own Finances

Answering Listeners Questions, What Happens After The Initial Discovery Consultation If The Relationship Is Not A Good Fit, The Benefits Of Improving An Ultra Conservative Portfolio, How DiNuzzo Index Advisors Provides Objective Financial Advice

Answering Listeners Questions, The Often Overlooked Fundamental Benefits Of A Complete Personal Financial Plan, What It Looks And Feels Like When You And Your Spouse Hand Off The Fiduciary Baton To DiNuzzo Index Advisors, Experience Synergy Through A Fiduciary Partnership With A Financial Coach

Answering Listeners Questions, Coming Into Money Through A Windfall Inheritance Settlement Or Other Source, The Danger And Challenges Of Being Invested Too Conservatively, Financial Solutions Provided By The DiNuzzo Index Advisors Process

Answering Listeners Questions, Benefits Of Solving For Qualitative And Quantitative, Proper Retirement Income Planning, Retirement GlidePath

Answering Listeners Questions, Annuities The Pitfalls Misuses and Mistakes, The DIA Process, Invest And Relax

Answering Listeners Questions, Life Planning Goals And Objective In Retirement, How Proper Life Planning Can Mold Investment Policy And Decisions, Environmental And Socially Conscious Portfolios

Answering Listeners Questions, DiNuzzo Index Advisors As An Insurance Policy For A Surviving Spouse, The Danger Involved In Taking On Excessive Portfolio Risk, The Long Term Success Of The Saver

Answering Listeners Questions, Identifying Defining and Measuring Annuities For Portfolio and Retirement Income Planning, The Possible Ramifications Of Taking On Excessive Risk In a Retirement Portfolio, How Excessive Retirement Portfolio Risk Can Be Avoided