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

  • Thursday, Jul 18, 2019

    Tom Lydon

    editor, ETF Trends

    ETF of the Week

  • Thursday, Jul 18, 2019

    Niladri Mukherjee

    head of portfolio strategy, Merrill Lynch and Bank of America Private Bank

    The Big Interview

  • Thursday, Jul 18, 2019

    Karl Mills

    president, Jurika, Mills &Keifer

    The Big Interview

RECENT TICKERS

  • 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

  • Monday, Jul 08, 2019

    Lorna Kapusta

    head of women and investing, Fidelity Investments

    Tickers Discussed: Michelle Tessier

  • 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, 2019

   I 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...

Click the header above that says "CHUCK'S COLUMN" to see the entire column

INTERVIEW OF THE WEEK

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