Call us BEFORE you make a major money mistake!

Investing your money is a major financial decision, and like all other major decisions in life, you should do your research.

On this episode, we dig into annuities, real estate investment trusts (REITs), insurance policies, and more. Don fields questions on working with major brokerage firms and the importance of doing your research before selecting an advisor. Last but not least, Don shares a quick recap of the last 365 days of Bitcoin and what we have learned about the value of cryptocurrency as a result.

Annuities salespeople and you should get a second opinion.

JP Morgan and the major brokerage firms’ agreements with investors.

How to filter and find a good investment advisor.

Bitcoin this time last year!

Should you invest in Berkshire Hathaway?

REIT funds and why Vanguard is at the top of the list.

Cashing out a life insurance policy.

Un-parking funds with commission-based advisors.

The Vestory offices and how to set up a meeting.

Talking Real Money Twitter —

Financial Fysics on Amazon –

Vestory —

Vanguard —

Better Retirement Guidebook —

JP Morgan —

Berkshire Hathaway —

Edward Jones —

Retiremeet —