Episode Details
Back to Episodes
Skip This Party
Published 1 year, 3 months ago
Description
In this episode:
- 0:57 Holiday Cheer and Investment Fears
- 4:02 Wall Street's Private Party Invitation
- 5:09 The Costly Alternative Investments
- 5:53 Confusion in Alternative Investments
- 11:55 Social Security Changes Ahead
- 14:21 Finding the Right Financial Advisor
- 19:45 Understanding the ADV Form
- 25:10 Red Flags in Financial Firms
- 33:55 Rebalancing Your Investment Portfolio
Learn more about your ad choices. Visit megaphone.fm/adchoices