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Query Catch-Up

Query Catch-Up


Episode 856


We start with a quick Frank Vasquez update. Then, it's off to your questions – which include a coincidence related to yesterday's podcast:

  • First, an ad that lies about 401ks to sell "bank on yourself" life insurance.
  • A listener in Laurel, MS seeks investing help for his mother.
  • Does the amount of money you have determine portfolio allocation?
  • A CA listener looks for 401k in-service Roth conversions.


Published on 3 years, 11 months ago






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