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Lower Your Expectations

Lower Your Expectations


Episode 941


Quit trying to find the best return and try creating a financial plan instead. Paul Merriman joins Tom as Don took a few days off. Paul shares his research on small cap value investing. Why most Americans are financially illiterate and how financial knowledge can improve lives.

Callers look for advice on:

The best way to take retirement withdrawals?

Do ETFs make sense in a tax-advantaged account?

What should be done with the proceeds on a real estate sale?


Published on 3 years, 8 months ago






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