Efficiency is Key, Even for DIY Investors

Published: Nov. 7, 2023, 11 a.m.

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\\U0001f4fa After discussing the evolution of media consumption, Kristin reminds us to make sure we\'re receiving the value we\'re paying for in all aspects of life because every penny counts!\\xa0 Then Greg answers a key question: How much money is appropriate to do some trading based on instincts if you\\u2019re near and in retirement, and desire to do a little DIY investing?\\xa0 \\xa0He also shares the story of a couple that set aside about $5 million for retirement. Don\'t let the number distract you. Listen to find out why the dollar amount doesn\'t matter as much as the efficiency of your retirement plan does, especially when it comes to taxes in retirement and achieving your goals after you stop working.\\xa0\\xa0

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