MONEY Master the Game: 7 Simple Steps to Financial Freedom (100 page)

contribution,
77
–78,
266
–67,
585

growth,
77
,
585

love and connection,
77

significance,
76
–77,
204

uncertainty/variety,
75

Hunt, Bunker,
490

Icahn, Carl,
10
,
47
,
360
,
454
,
458
–67,
458

Icahn Enterprises (IEP),
461
,
465
–67

ignorance,
85

immediate gratification,
66

impulse purchases,
255

income:

access to,
332

actual,
274
–75

consistent,
407

for financial security,
215
–16,
407
–8

lifetime income plan,
46
,
613
–14

minimum wage,
263

as outcome,
407
,
419

spendable,
444
–45

stagnant,
263

income insurance,
407
–8,
415
–16,
427
,
437
–38,
613
–14

index funds,
93
–95,
103
,
279
,
486
–87

bond,
305
,
319
,
320

diversification in,
49
,
357
,
473
,
483

fees,
112
,
165
,
278

low-cost,
92
,
94
,
101
,
106
,
112
,
113
,
163
,
180
,
274
,
326
,
472

passively managed,
97
,
472
,
533

replacing mutual funds with,
113
,
165

indexing (passive investing),
97

indexing plan,
104

inertia,
40

inflation,
329
,
386
,
413
,
474
,
525
–26

information overload,
41

in-service distribution,
148

Inside Job
(documentary),
17

inspiration,
245

insurance guaranty associations,
408
n,
424

interest rates,
235
n,
264
,
310
,
353
,
411

and All Seasons,
398
–99

and bonds,
158
,
304
,
315

and CDs,
178

long (duration) rates,
398

International Basket Brigades,
74

internet bubble,
349

internet expansion,
560
–61

investment advisor, registered,
112

investment portfolio,
see
portfolio

investments:

accumulation phase,
89
,
90

automated system of,
358
–59,
364

with brokers,
86
–87

capital gains on,
278

core concept of,
90

critical mass of,
33

decumulation phase,
89
,
90

earnings and,
259
–72

environment for,
385
–88

and fees,
87
,
105
–15,
534

fixed-income (bonds),
304

goal of,
98

long-term,
93
,
104
,
329
–30,
351
,
474
,
504

lump-sum,
365
–66

mistakes in,
297

offer,
84

passive (indexing),
97

patterns of,
359
,
404

purpose of,
70
,
338
,
406
–7

in real estate,
283
–86,
308
,
323

rebalancing,
359
–62,
363
,
393
n,
402
,
613

return on,
116
–20,
238
,
278
,
281
–86

savings and,
58
,
90
,
247
–58,
292

secure,
301

surprises in,
387

time horizon for,
283

what goes up will come down,
298
–99

in yourself,
260
–66

Investopedia,
84
n

investors:

accredited,
286
,
447

becoming,
6
–7,
230
,
292

expectations of,
387

individual,
380

women as,
334

IRAs,
93
,
110
,
148

and annuities,
439

401(k)s rolled over into,
154
–55

Roth IRA,
150
,
153
–54,
236
,
278
,
442

and taxes,
235
,
236

irrational exuberance,
334
–35

It’s Your Money,
234

Jackman, Hugh,
15

jackpots,
343

Jackson, Michael,
53

Jagger, Mick,
34

Japan, economy of,
520
–21

Jhoon Rhee,
42
–43

Jobs, Steve,
287
,
594

Johnson, Theodore,
60
,
62
,
67
,
192

John Templeton Foundation,
62

Jones, Paul Tudor,
15
–16,
30
,
99
,
455
,
488

on asset allocation,
296
,
493
–94

on asymmetric risk/reward,
173
,
281
–82,
493

author’s interview with,
46
–47,
456
,
488
–95

and Black Monday,
15
,
46
–47,
350
,
488
,
493

on diversification,
490
–91

market forecasting,
352
,
353
,
354
,
489
,
492

and Robin Hood Foundation,
16
,
489

J.P. Morgan,
309
,
498
–99,
501
–2

junk bonds,
318
,
323

Kadlec, Gregory,
114

Kamen, Dean,
566

Karp, David,
125
–26

Kay, Alan,
551

Keillor, Garrison,
334

Kennedy, John F.,
19