On the Money: Defining Risk

On this episode of "On the Money," Paul Ruedi, David Ruedi, CFP®, Ryan Repko, CFP®, and Dr. Fred Giertz discuss the different definitions of risk and look back on a "prediction" Paul made in a 2013 newsletter.

(1:36) What investors earn vs. the funds they invest in

(7:07) Different definitions of risk

(19:46) Paul’s 2013 “prediction”

(34:00) Jobs numbers

(35:31) Medicare traps

(38:40) Roth conversions

(46:20) Rebalancing in a taxable brokerage account can kick you into a higher Medicare bracket