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Another Show with Joe
Published 1 year, 9 months ago
Description
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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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
Learn more about your ad choices. Visit megaphone.fm/adchoices