January 25, 2020 | The Ric Edelman Show
 
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The Ric Edelman Show: January 25, 2020

Duration: 1:22:40

On this episode:

  • Shocking Underperformance by Some of the Biggest Investment Managers
  • Do You Know the Difference Between Stretch, Backdoor and Rollover IRAs?
  • Benjamin Franklin Could Inspire a Solution to the Social Security Crisis
  • Are You Middle-Aged and Miserable?

Click to read Ric Edelman’s Proposal to Provide Guaranteed Lifetime Income to Every Future Generation.

Click to read the whole story on Ben Franklin and his Last Will & Testament.


Ric's noteworthy segments this week:

Shocking Underperformance by Some of the Biggest Investment Managers

Duration: 5:43

Big endowment funds at Harvard, Stanford, Yale and other universities dramatically underperformed relative to a 60/40 portfolio. Listen to Ric Edelman reveal by how much and one key to long-term success in the markets.

Do You Know the Difference Between Stretch, Backdoor and Rollover IRAs?

Duration: 7:37
The rules governing these different retirement accounts are fluid. Listen to Ric Edelman explain why and share a fundamental truth about doing what’s right.

Benjamin Franklin Could Inspire a Solution to the Social Security Crisis

Duration: 8:46
The Social Security trust fund is being depleted, yet 40 percent of Americans over age 60 depend on it as a sole source of income. Listen to Ric Edelman share his proposal to fix the system, which was inspired by a story from one of America’s founding fathers.

Are You Middle-Aged and Miserable?

Duration: 3:48
Happiness steadily declines from birth to a certain age and new research reveals when you reach an emotional nadir. Listen to Ric Edelman share the age at which misery maxes out and happiness returns.

Shocking Underperformance by Some of the Biggest Investment Managers

Duration: 5:43

Big endowment funds at Harvard, Stanford, Yale and other universities dramatically underperformed relative to a 60/40 portfolio. Listen to Ric Edelman reveal by how much and one key to long-term success in the markets.

Do You Know the Difference Between Stretch, Backdoor and Rollover IRAs?

Duration: 7:37
The rules governing these different retirement accounts are fluid. Listen to Ric Edelman explain why and share a fundamental truth about doing what’s right.

Benjamin Franklin Could Inspire a Solution to the Social Security Crisis

Duration: 8:46
The Social Security trust fund is being depleted, yet 40 percent of Americans over age 60 depend on it as a sole source of income. Listen to Ric Edelman share his proposal to fix the system, which was inspired by a story from one of America’s founding fathers.

Are You Middle-Aged and Miserable?

Duration: 3:48
Happiness steadily declines from birth to a certain age and new research reveals when you reach an emotional nadir. Listen to Ric Edelman share the age at which misery maxes out and happiness returns.

These callers are prerecorded and prescreened.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

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.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

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