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Another Show with Joe
Joe Saul-Sehy from Stacking Benjamins joins Don again to discuss:
- 3:09 Financial Planning Teaching Methods
- 8:23 Taxation and Financial Planning History
- 12:25 Efficacy of Fee-Only Planners
- 16:58 Transition to Lower Commission Annuities
- 21:10 Portfolio Analysis and Index Fund Consideration
- 26:54 Stoicism and Investing Philosophy
- 29:06 Road Trip Update
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Published on 1 year, 5 months ago