Shownotes Transcript
Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap.
Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period.
itigroup Q3 Earnings Crushed Estimates
Strong Travel Demand Lifted Delta’s Q3 Earnings
Social Security and Medicare in 2024
The New Social Security COLA
2024 COLA and Retiree’s Budgets
Traditional Medicare vs. Medicare Advantage
Will Medicare Prescription Drug Prices Fall?
Actively-Managed Funds vs. Passive Index Funds
What Drove the Active Fund Rebound?
Active Fund Managers’ Outperformance
How to Choose a Winning Active Fund
**Read about topics from this episode. **
Citigroup Earnings: Revenue Growth Is Working, but We Won’t Know About Expenses Until 2024)
Delta Earnings: Higher Structural Costs Will Lead to New Equilibrium; Fair Value Down $1 to $40)
I’m 65 and Still Working. Should I Enroll in Medicare?)
Should You Delay Taking Social Security Benefits?)
Social Security for Beginners, Part I)
2024 Medicare Parts A & B Premiums and Deductibles)
Actively Managed Funds Surprise in Market Rebound)
Large-Growth Active Fund Managers Have Faced an Uphill Battle)
When It Comes to Passive Bond ETFs, the Devil Is in the Details)
What to watch from Morningstar.
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’)
TikTok: Risky Tax Advice and Supersize Valuations)
Payment Pause Ends: Student Loan Expert Shares Repayment Tips)
UAW Strike Raises Investor Risks)
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