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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…

1 year, 11 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…

1 year, 11 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 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 ago

Short Long
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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 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 ago

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The Highest Heights?
The Highest Heights?

Nobel laureate, Robert Shiller, believes that the U.S. stock market may have run its course for awhile. So, what should you do is he's right? You be …

2 years ago

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The Highest Heights?
The Highest Heights?

Questions? Comments?

Nobel laureate, Robert Shiller, believes that the U.S. stock market may have run its course for awhile. So, what should you do is…

2 years ago

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2% is Too Much
2% is Too Much

Paying too much for your retirement plan and the investments within can damage your future. Listeners ask:

What do we think of direct indexing? Why i…

2 years ago

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2% is Too Much
2% is Too Much

Questions? Comments?

Paying too much for your retirement plan and the investments within can damage your future. Listeners ask:

What do we think of dir…

2 years ago

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