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Admit Your Money Mistakes

Admit Your Money Mistakes


Episode 896


Humans believe they know things that can't be known. When we act on those guesses about the future, we're often wrong/ Yet, we tend to focus on our successes and conveniently forget our errors. We also explain the "backdoor" Roth-IRA.

Then we hear from listeners:

  • Don is reminded of his mistakes and yet is praised for his wealth-building advice.
  • Can a defined benefit plan be changed?
  • Is Revolution Partners a fiduciary firm?
  • Should new money be used to rebalance portfolio?
  • What do we this of this two-fund portfolio?
  • Should an index ETF or tax-managed fund be used in a taxable account?


Published on 3 years, 10 months ago






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