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Friends and Money Don't Mix

Friends and Money Don't Mix



A Washington Post advice columnist suggested firing a financial advisor friend. How can you find the right person to manage your money? Then we hear from lots of listeners:

  • Is it better to invest fixed income dollars in bonds or laddered CDs?
  • Will moving from one brokerage firm to another cause a taxable event?
  • When is the best time to make a QCD?
  • Why doesn't the Fed raise rates in one big move?
  • How can an employee get out of an Edward Jones 401a?
  • Which of many bad choices should a school district employee use in 403b?
  • How does Merrill Lunch differ from Schwab?

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Published on 2 years, 2 months ago






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