Money Life is a daily financial talk show focusing on
INVESTING, HANDLING,
MANAGING, PLANNING FOR
AND PROTECTING YOUR MONEY.
LIVE THE MONEY LIFE!
CHUCK'S GUESTS
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Thursday, Jul 18, 2019
Tom Lydon
editor, ETF Trends
ETF of the Week
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Thursday, Jul 18, 2019
Niladri Mukherjee
head of portfolio strategy, Merrill Lynch and Bank of America Private Bank
The Big Interview
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Thursday, Jul 18, 2019
Karl Mills
president, Jurika, Mills &Keifer
The Big Interview
RECENT TICKERS
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Friday, Jul 12, 2019
Keith Gangl
portfolio manager, Gradient Investments
Tickers Discussed: SQ, PYPL, MA, V; during "Hold It or Fold It:" BMRN, TDOC, EVH, ETFC, PE
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Monday, Jul 08, 2019
Lorna Kapusta
head of women and investing, Fidelity Investments
Tickers Discussed: Michelle Tessier
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Wednesday, Jun 26, 2019
David Brady
president, Brady Investment Counsel
Tickers Discussed: ABBV, TPR, MSFT; during "Hold It or Fold It:" ARKR, LNDC, SPPI, EPZM, ADXS
CHUCK'S COLUMN
Are you a death-wish investor? These strategies can kill fund returns
Monday, Jul 15, 2019I attended an investment sales seminar this week where the speaker tried to persuade the audience to take his approach to retirement investing. It involved something most of the audience had never heard of. Pitched as a “7702 Plan,” it was actually a life-insurance policy, a twist on the more standard annuity-sales pitch dinners that seem to be everywhere these days. It would take at least a week to discuss everything I disliked about the 7702 plan sales pitch, and the reasons why no one should consider cash-value life insurance as a substitute for a 401(k) plan or any type of individual retirement...
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