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GREAT INVESTOR DAVID WALLACK OF T.ROWE PRICE’S GOLD RATED MID-CAP VALUE FUND DISCUSSES HIS CONTRARIAN APPROACH
A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack.
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IT’S TOTALLY OVER FOR MUTUAL FUNDS! SO SAYS INSIDE ETF’S CEO, MATT HOUGAN WHO SAYS THE EXODUS INTO EXCHANGE TRADED FUNDS IS ACCELERATING
ETF expert Matt Hougan explains why “the gig is up” for mutual funds as passive, exchange traded funds outperform and attract record amounts of money.
CONTRARIAN INVESTOR BILL MILLER DISCUSSES SOME OF HIS MOST CONTROVERSIAL HOLDINGS, INCLUDING VALEANT PHARMACEUTICALS
Legendary investor Bill Miller has always been an independent thinker and investor with a 100% “active share” in his funds, as different from any benchmark index as you can be. He is also now his own boss, having recently purchased 100% of his fund business from his long time employer Legg Mason and establishing his own investment advisory firm, Miller Value Partners. His two funds now bear his name and carry on his contrarian tradition of concentrated holdings in largely unloved stocks. His flagship Miller Opportunity Trust was the number one U.S. stock fund for the five year period ended in 2016. In a rare interview Miller gives his rationale for some of his most controversial holdings, including Valeant Pharmaceuticals.
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TRANSITIONING FROM WORK TO RETIREMENT IS FRAUGHT WITH FINANCIAL RISKS. SPECIALISTS EARHART & HOPKINS EXPLAIN HOW TO DO IT SUCCESSFULLY
Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement.
WEALTHTRACK Episode #1341; Originally Broadcast on March 31, 2017
Listen to the audio only version here:
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STEVEN EARHART
JAMIE HOPKINS
- Associate Professor,
- The American College of Financial Services
Newsletter available soon.
DEVELOP AN ALTERNATIVE RETIREMENT INCOME SOURCE
- Can tap during market declines
- Avoid drawing down investment portfolio
ADVANCE PLANNING
- Set up home equity line of credit
- Establish reverse mortgage line of credit
- Set up when conditions are favorable
- Can use when they are not
No Bookshelf titles this week.
EARHART: GUARANTEED INCOME
- Create a guaranteed income stream to cover fixed expenses
- Consider an annuity strategy as a source of lifetime income
HOPKINS: TAX DIVERSIFICATION
- Convert assets to a Roth IRA or Roth 401 (k) when you are near retirement or just in retirement
- Income from a Roth account is not taxed
One Investment available soon.
No stock mentions in this episode. WEALTHTRACK PREMIUM subscribers can access your copy here, otherwise this transcript is available here for purchase.More information regarding WEALTHTRACK transcripts can be found here
This is the first appearance of these guests on WEALTHTRACK.RETIREMENT INCOME PLANNING
Professor Jamie Hopkins is considered to be one of the leading experts on retirement income planning in the country. He was one of the creators of the curriculum for the RICP, or Retirement Income Certified Professional designation for financial advisors taught at The American College of Financial Services. How did such a young man get interested in retirement income? It started at an early age.
AN EXCLUSIVE WITH T. ROWE PRICE’S BRIAN ROGERS ON THE LESSONS LEARNED FOR SUCCESSFUL INVESTING
In a WEALTHTRACK exclusive,T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge.
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