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Take a Pass on Pitches
In today's show:
- 1:35 The Problem with Financial Pitches
- 3:43 The Rise of ETFs
- 5:55 The Bitcoin ETF Concern
- 11:21 Insurance Strategies and Tips
- 14:12 The Importance of Investment Vehicles
- 16:22 Transitioning from Robo-Advisors
- 25:00 Managing Cash Positions in Portfolios
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Published on 11 months, 2 weeks ago