Designing a Risk-Managed Portfolio
In this video with Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, we take a closer look at how we build each portfolio, and we explain why advanced strategy diversification is so important.
What Should I do with My Old 401(K)?
Between 2014 and 2016, 41% of people cashed out at least part of their 401k when leaving a job. And since most people will change jobs several times before retiring, Dustin and Erin are breaking down the best (and worst!) options when it comes to your old 401(k):
Who Needs an Estate Plan?
If you have a family or assets, you need an Estate Plan. In this video, Dustin at Mundorf Wealth, Erin Kennedy, and Mark Perkins discuss what makes up your taxable estate (Hint: it's more than just your home!) and who needs an estate plan.
Dustin Mundorf on The Gabe Molina Podcast
Dustin Mundorf was invited to join The Gabe Molina Podcast yesterday to talk about some of the challenges and opportunities around #Retirement Income Planning.
Should You Pay off Your Mortgage Before You Retire?
A lot of us want to go into #retirement debt free. But before you pay down that #debt, you should first consider HOW to pay it down while maintaining control of your current and financial future. Here, Dustin discusses The Safe Way, The Optional Way, and The Fast Way.
3 Retirement Risks that Could Cause You to Run out of Money
You want your retirement to be a fitting reward to a lifetime of hard work. But it's hard to know exactly how much money you'll need to achieve your unique retirement goals, without sacrificing your quality of life. In this video, Dustin and Erin break down the three biggest risks to your retirement nest egg.