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Too Smart to Scam?

Too Smart to Scam?

Published 3 years, 1 month ago
Description

In this episode we explore our propensity to fall for financial lies, both big and small. Even the most sophisticated can get taken in by a slick con artist or a smooth broker. Then, we wade into a bunch of great calls:

  • How do school districts pick their 403b investments and how can they be changed?
  • Does it make sense to move a 401k into an IRA as a salepeson is advising?
  • Why did a fund that lost money in 2022 post a taxable capital gain?
  • Would Vanguard's 529 plan be better than a state fund?

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