The Phil Ferguson Show

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402 4% rule, annuity math, patreon, 401k rollover rules Dec 04, 2021

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Topics covered:
I am closing patreon. change your download link to get show from another podcast player.
Annuity Math - how an annuity grows and pays out funds
401k rollover. Discussion of prohibited transactions and how they may be avoided.
401k - Free suggestions on how to invest may no longer be available.
The 4% rule! Should it be 3.3%? Can it be 5% or 6%?
Bonus audio - Ricky Gervais

401-Annuity Sales meeting, 401k rollover rule, AmericaFirst Nov 28, 2021

Show notes

I went to an annuity sales meeting. I will share my thoughts on the meeting and the documents provided to me.
New 401k rollover rule. Advisors will have to prove that they are acting in the "Best Interest" of clients to recommend a rollover.
AmericaFirst super shitty fund

400 Relax and Enjoy Your Food by Craig Good, Backdoor Roth and Mega Roth Nov 21, 2021

Show notes

Interview with Craig Good. He is the author of "Relax and Enjoy Your Food: Save Your Money, Your Health, and Your Sanity by Separating Fact from Flapdoodle" We discussed Food, diet, religion and much more.
Investing Skeptically: The rules and problems with doing a Backdoor ROTH IRA or a MEGA Backdoor ROTH IRAs.
Bonus Audio: Comedy by Jim Jefferies
Bonus Music: Not Dead Yet by Ralph Covert and The Bad Examples.

399 Emily Stewart, ESG, MLM, VIX and A Super Shitty Fund follow up Nov 11, 2021

Show notes

Interview with writter Emily Stewart.
From her VOX bio
"Emily writes about the intersection of business, politics, and the economy. She is specifically interested in how people experience the forces of capitalism and money. Prior to joining Vox, Emily covered politics at The Street, including the rise of Donald Trump and the stock market’s reaction to politics and policy. She graduated from Columbia University and resides in Brooklyn, New York."
Investing Skeptically: The VIX and a Super Shitty fund follow up.

398 Cash Balance Plans,SEC and Robinhood, Gamification Nov 03, 2021

Show notes

Discussion of Cash Balance Plans. If you meet very specific criteria you may be able so to put more than $200k per year into a retirement account and avoid federal and state income taxes.
Robinhood sells your trading data for money. They also make investing into a game. This helps them make more money at your expense.

397 Solo 401(k) - Trump, SPAC, Truth Social Oct 26, 2021

Show notes

Information about solo 401k. An SPAC buys the Trump media "empire".
Bonus audio: Robert Green Ingersoll About the Bible part 5 & 6.

396 TIPS, Unemployment rate, Return Stacking Oct 18, 2021

Show notes

TIPS can protect you from inflation but, the risks may be too big.
Discussion on Unemployment, how it is measured and the labor force participation rate.
Return Stacking. A way to make better returns???

395 How to build The Cushion, Covered Call ETF Oct 12, 2021

Show notes

Discussion of several investing topics:
- The Polaris Plan: When and how to build The Cushion
- How does a Covered Call ETF work
- YTD investment performance numbers.
Bonus Audio:
Annie Druyan on Science and the Unknown
Lewis Black on Religion
Closing Music:
"Not Dead Yet by Ralph Covert and the Bad Examples.

394 Teachings of Jesus and A Conservative Fund Sep 29, 2021

Show notes

Interview with David Madison. He is the author of "Ten Things Christians Wish Jesus Hadn't Taught: And Other Reasons to Question His Words"
Investing Skeptically: Conservative investing....

393 Schwab fee on Vanguard, Tax Changes Sep 22, 2021

Show notes

Investing Skeptically:
Schwab has increased the fee to "retail" clients when buying buy Vanguard funds.
Possible tax changes

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