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Should You Worry?
Should You Worry?

We recorded this episode as the Iranian attack on Israel was beginning. We discussed the impact of global events on your portfolio and how to invest …

2 years, 6 months ago

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Should You Worry?
Should You Worry?

Questions? Comments?

We recorded this episode as the Iranian attack on Israel was beginning. We discussed the impact of global events on your portfoli…

2 years, 6 months ago

Short Long
View Episode
A New Day of Q&A
A New Day of Q&A

Listeners love our question and and snswer episode, so here a special Monday Q&A featuring Tom and Roxyu Butner answer your written questions:

Is a T…

2 years, 6 months ago

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A New Day of Q&A
A New Day of Q&A

Questions? Comments?

Listeners love our question and and snswer episode, so here a special Monday Q&A featuring Tom and Roxyu Butner answer your writt…

2 years, 6 months ago

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It's You and Don Day
It's You and Don Day

On today's FridayQ we discuss:

Robin Hood's recent offer of a 3% bonus on IRA rollovers. Avoiding a tax penalty of an inherited annuity. A listener's…

2 years, 6 months ago

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It's You and Don Day
It's You and Don Day

Questions? Comments?

On today's FridayQ we discuss:

Robin Hood's recent offer of a 3% bonus on IRA rollovers.

Avoiding a tax penalty of an inherited ann…

2 years, 6 months ago

Short Long
View Episode
Best? Be Wary.
Best? Be Wary.

We are innundated with articles featuring lists of the "best" investments. Are they really that good and should you invest in them? Plus, we hear fro…

2 years, 6 months ago

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Best? Be Wary.
Best? Be Wary.

Questions? Comments?

We are innundated with articles featuring lists of the "best" investments. Are they really that good and should you invest in the…

2 years, 6 months ago

Short Long
View Episode
A True Fiduciary?
A True Fiduciary?

Most advisors claim to be fiduciaries and even those who are always required to act in a client's best interests can have conflicts. What makes a tru…

2 years, 6 months ago

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A True Fiduciary?
A True Fiduciary?

Questions? Comments?

Most advisors claim to be fiduciaries and even those who are always required to act in a client's best interests can have conflic…

2 years, 6 months ago

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