Index funds or individual stocks? Pre-tax or post-tax?

A rule of thumb is an approximate method for doing something, based on practical experience rather than theory. On this episode, the team discusses a number of them related to investing and retirement.

And then, imagine this: You and your spouse are say 50-something and you are sitting across from your financial advisor to talk about the big day when you walk out of the office for the last time. Suddenly it becomes an episode of Green Acres where you want the farm and she wants the big city. That’s when you realize you’ve got to have a conversation about what retirement really looks like.

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