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Too Smart to Scam?

Too Smart to Scam?



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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Published on 2 years, 10 months ago






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