Looking to Retire Early? Don’t Leave This Out of Your Plan! What is Modern Portfolio Theory & The Big Lotto Winner’s Question

Our 2 Cents – Episode #008

Looking to Retire Early? Don’t Leave This Out of Your Plan! What is Modern Portfolio Theory & The Big Lotto Winner’s Question

Retiring early can sound like a dream for many people, but we’ll share one major consideration you may be missing in your plan. Also, we’ll dive into what Modern Portfolio Theory means and why it should be something you’re familiar with. Be sure to get your tickets for the big lotto drawing and let us know if you’d take the lump sum or annual payments!

Here’s what was covered in this episode: 

  1. Top 3 Health Insurance Options if You Retire Early [Investopedia]
  2. What is Modern Portfolio Theory (MPT) and Why is It Important? [TheStreet]
  3. Should You Take Your Powerball Ticket Jackpot as a Lump Sum or Annual Payments? [USA Today]
  4. Pothole Complaints Are Up After a Tough Chicago Winter. Here’s What to Do if You Have Damage [Chicago Tribune]
  5. Are You Betting on March Madness? What to Know About Taxes if You Win – Or Lose [USA Today]

Tune in now to join us for this discussion!


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