#037: Designating Your Representatives, and Picking Stocks

Episode 37 of the Big Picture Retirement® podcast, hosted by Devin Carroll, John Ross, titled "#037: Designating Your Representatives, and Picking Stocks" was published on September 11, 2017 and runs 24 minutes.

September 11, 2017 ·24m · Big Picture Retirement®

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Episode Description

Devin and John talk about assigning people to act for you, and picking good stocks for your investments.

First, Brenda has a question about naming a successor trustee for a trust she has set up. In many kinds of legal and estate planning documents, you need to designate someone to act on your behalf. John explains the four options for naming those folks.

Next, Chris asks how to pick better stocks and stop losing money in the stock market. Devin shares that despite his skills and the resources available to him, he hasn't had a lot of success with individual stocks. He's had better luck diversifying, such as in an index fund. Then, John explains his philosophy with a great story about glove box money vs. casino money.

For more information, visit http://www.bigpictureretirement.net

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