This week’s Friday Q&A is packed with six listener questions covering some of the biggest financial decisions people face before and during retirement. Topics include whether actively managed bond funds are worth the extra cost, how the new senior tax deduction may affect Roth conversions, whether a 24-year-old should keep a whole life insurance policy, financial planning before marriage, the role of mid-cap funds, and whether it’s worth abandoning a target-date fund before retirement. If you’ve ever wondered whether you’re making your portfolio more complicated than it needs to be, this episode is for you.
00:00 Welcome and Fourth of July schedule update 02:21 Active vs. passive bond funds: Avantis, Dimensional, or BND? 05:00 Using the new senior deduction to reduce Roth conversion taxes 08:01 Does a 24-year-old need whole life insurance? 10:35 Money conversations every engaged couple should have 15:53 Are mid-cap funds worth owning? 17:52 Should you leave a target-date fund before retirement? 23:37 How to submit your own questions
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