Episode Details

Most people have no idea how much they are paying for their investments and investing advice. In this case what you don't know can really hurt you in the future. Plus Tom gets a surpriningly larger number of holiday calls:

• One listener call him out for using the show to get out of holiday choses and also seeks advice on fixing a bad mortgage loan.
• Another wants to know more about tax-loss harvesting.
• One caller wants to talk about qualified charitable distributions (QCDs).
• Tom helps figure out how to transfer old work retirement plans.
• Finally, he takes a question on the impacts of an inheritance.

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