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The Great Ed and Med Ruse
Don dives into one of his biggest issues with the financial services industry. Many insurance companies are lying their way into the retirement plans of educators, medical workers, and public employe…
Published on 3 years, 4 months ago
Chock Full O' Qs
Thanks for all the great questions. Here's what Don answers in this episode:
How should bonds be added to a portfolio? Is it time to abandon the sinking ARKK? Does Crowdstreet look like a good invest…Published on 3 years, 4 months ago
Paying Too Much
Today Don dives into Morgan Stanley's form ADV and a sample crokerage statement to try and help you understand how much you might be paying for investing advice.
Be sure to watch the video to get the …
Published on 3 years, 4 months ago
Who Shot Crypto?
Episode 1018
Taken from the pages of New York magazine, Don shares the tale of two hot-shot "kids" whose greed nearly killed cryptocurrencies. If you haven't heard of Three Arrows Capital before, you will soon. T…
Published on 3 years, 4 months ago
Famously Bad Advice
Episode 1017
Tom's all alone again and discusses the foolishness of taking celebrity investing advice.
The he takes questions on:
The best places to invest for stability?Which is better: Roth or traditional 401k?H…Published on 3 years, 4 months ago
Reacting to News
Episode 1016
Tom's on duty as Don takes his final vacation of the summer. In this episode, Tom discusses the silly idea of making investment decisions based on the news and what you should do instead. He also sha…
Published on 3 years, 4 months ago
Bad Brokers Sell Insurance
Episode 1015
A recent study shows that brokers with a disciplinary history tend to go into the insurance industry. We explain what a "35% bonus" on a complex annuity product really means. Has an insurance agent e…
Published on 3 years, 4 months ago
Essentials Ignorance
Episode 1014
A study shows that a large percentage of Americans don't understand stocks. Then, we hear from a bunch of listeners:
Is an advisor likely making a decent suggestions?Does it makes sense to extend a "t…Published on 3 years, 4 months ago
Friday Means Questions
Episode 1013
Don's taking your questions again:
What does it take to sell an RTF?In which funds can money from VT be parked to avoid wash sale rule?What's the story of JEPI (a complex ETF from JP Morgan)?Are ETFs …Published on 3 years, 4 months ago
Too Little to Retire?
Episode 1012
Don and Tom discuss an all too common problem, reaching age 65 without enough money to live comfortably. What can you do if you find yourself in this situation and how can you avoid it.
Plus, a listen…
Published on 3 years, 4 months ago