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Cold Calls & Commissions
Questions? Comments?
Tom and Don spend this post-Thanksgiving episode dismantling the illusion that big insurance companies—Northwestern Mutual in par…5 months, 2 weeks ago
Cold Calls & Commissions
Tom and Don spend this post-Thanksgiving episode dismantling the illusion that big insurance companies—Northwestern Mutual in particular—are “financi…
5 months, 2 weeks ago
Black Friday Q&A
Questions? Comments?
A light Black Friday edition tackles four listener questions covering Vanguard’s Digital Advisor, the timing of Social Security v…5 months, 3 weeks ago
Black Friday Q&A
A light Black Friday edition tackles four listener questions covering Vanguard’s Digital Advisor, the timing of Social Security versus IRA withdrawal…
5 months, 3 weeks ago
The Right Time to Retire
Don and Tom run through a Wall Street Journal list of “subtle signs it might be time to retire,” reacting to each one with their usual mix of disbeli…
5 months, 3 weeks ago
The Right Time to Retire
Questions? Comments?
Don and Tom run through a Wall Street Journal list of “subtle signs it might be time to retire,” reacting to each one with their …5 months, 3 weeks ago
Value of Wisdom
This episode opens with a warning to younger investors who take TikTok advice over historical perspective, especially around claiming Social Security…
5 months, 3 weeks ago
Value of Wisdom
Questions? Comments?
This episode opens with a warning to younger investors who take TikTok advice over historical perspective, especially around clai…5 months, 3 weeks ago
Nefarious Non-Profit?
Don and Tom go deep on a shady “non-profit” financial education group that funnels retirees into high-commission indexed annuities, using a listener …
5 months, 3 weeks ago
Nefarious Non-Profit?
Questions? Comments?
Don and Tom go deep on a shady “non-profit” financial education group that funnels retirees into high-commission indexed annuitie…5 months, 3 weeks ago