On this episode:
Best known as Mr. Wonderful from the hit TV series Shark Tank, Kevin O’Leary joins the show. What you might not know is that Kevin runs a robust investment management business. Plus, he works hard to improve financial education in this country. Listen to Ric Edelman talk with Kevin about how people can improve their finances.
Do you know how to file for an extension on your taxes? Maybe you received a refund this year, or you could be trying to cope with paying a big tax bill. Listen to Ric Edelman provide some much-needed relief, explain some unbelievable aspects of our tax code, and share tips to keep your taxes in order.
A recent survey found that nearly half of college graduates regret not receiving an education in personal finance. That’s why Mark Tibergien stopped by the show. He’s the chief executive officer of Pershing Advisor Solutions and a philanthropist. Listen to Ric Edelman ask Mark why and how he’s improving financial literacy in America.
A listener has dividend reinvestment plans with three stocks and his portfolio is worth about $210,000. He calls the show and wants to know why these stocks are not splitting as often as they once did. He liked to buy more shares at a lower price after the split. Listen to Ric Edelman explain why stock splits are gimmicks and companies aren’t offering them as often as they once did.
These callers were prerecorded and prescreened.
This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.
Truth About Your Future. The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.
Financial Engines Advisors, L.LC. is America's largest defined contribution managed account provider by assets according to the "Top-Eight Managed Account Sponsors by DC Assets, 4Q 2016 – 4Q 2018" Cerulli Associates, The Cerulli Edge-Retirement Edition. 1Q 2019; data as of Q4 2018. Data is derived from Cerulli's industry surveys and individual company financial statements. For more information see www.cerulli.com.
Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Truth About Retirement Plans and IRAs. The Washington Post, Washington Bestsellers Paperback Nonfiction/General. April 20, 2014.