Podcast Episodes
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It's Q-Day Again
We have some really great questions this week (and hopefully some decent answers). There seems to be a tax-loss and Roth theme:
Can money from a tax l…
3 years, 6 months ago
Wednesday, Thursday, Qday
Questions? Comments?
We have some really great questions this week (and hopefully some decent answers). There seems to be a tax-loss and Roth theme:Ca…
3 years, 6 months ago
Break Up With Your Broker
"But, they're so nice," "She's my niece." He goes to our church, so he must be honest." We hear this stuff all the time about financial advisors. Of …
3 years, 6 months ago
Break Up With Your Broker
Questions? Comments?
"But, they're so nice," "She's my niece." He goes to our church, so he must be honest." We hear this stuff all the time about fin…3 years, 6 months ago
Higher Fees, Higher Returns?
A number of fiduciary advisors are being sued for not putting their clients in more expensive mutual funds. Somehow, they equate higher expenses with…
3 years, 6 months ago
Higher Fees, Higher Returns?
Questions? Comments?
A number of fiduciary advisors are being sued for not putting their clients in more expensive mutual funds. Somehow, they equate …3 years, 6 months ago
Many Go Stock Free
Despite being a proven, long-term wealth building strategy, many Americans still have no stocks on the their portfolios. We explore why. We also spen…
3 years, 6 months ago
Many Go Stock Free
Questions? Comments?
Despite being a proven, long-term wealth building strategy, many Americans still have no stocks on the their portfolios. We explo…3 years, 6 months ago
Money Market Fund Fees
Money market mutual funds used to be a good place to park money. That has changed as many funds have raised their expenses – some to 1% per year. The…
3 years, 6 months ago
Money Market Fund Fees
Questions? Comments?
Money market mutual funds used to be a good place to park money. That has changed as many funds have raised their expenses – some…3 years, 6 months ago