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Bad Advice the Norm?
Questions? Comments?
Don and Tom roll through Memorial Day weekend with a little heat from the audience, a breakdown of where Americans get their fina…1 year, 5 months ago
Bad Advice the Norm?
Don and Tom roll through Memorial Day weekend with a little heat from the audience, a breakdown of where Americans get their financial advice (hint: …
1 year, 5 months ago
9%? Not a Chance
This episode brings the heat on so-called “financial educators” masquerading as fiduciaries while hawking high-commission indexed annuities. Don and …
1 year, 5 months ago
9%? Not a Chance
Questions? Comments?
This episode brings the heat on so-called “financial educators” masquerading as fiduciaries while hawking high-commission indexed…1 year, 5 months ago
Target Date Truth
Tom takes a break from vacationing to join Don in a deep dive on target date funds—the good, the mediocre, and the fee-loaded ugly. They break down p…
1 year, 5 months ago
Target Date Truth
Questions? Comments?
Tom takes a break from vacationing to join Don in a deep dive on target date funds—the good, the mediocre, and the fee-loaded ugl…1 year, 5 months ago
Queries and Clarity
In this lighter (but still info-packed) Friday Q&A episode, Don tackles a mixed bag of real-world money questions—from Roth conversions and selling t…
1 year, 5 months ago
Queries and Clarity
Questions? Comments?
In this lighter (but still info-packed) Friday Q&A episode, Don tackles a mixed bag of real-world money questions—from Roth conve…1 year, 5 months ago
Alternative Adversities
Don shares a deeply personal tale from 2007 when, as an HOA treasurer, he dodged a financial landmine involving auction-rate securities—just before t…
1 year, 5 months ago
Alternative Adversities
Questions? Comments?
Don shares a deeply personal tale from 2007 when, as an HOA treasurer, he dodged a financial landmine involving auction-rate secu…1 year, 5 months ago