Collapsing Woodbridge

An update on the now official Woodbridge Ponzi scheme. Many of this episodes calls focus on moving money from one place to another. Don and Tom help a few callers with different variations of this problem from avoiding taxation to finding the right place for an inheritance in the short term.

  • An update on the Ponzi scheme at WoodBridge.
  • Smartly avoiding high taxes on a home sale before investing. 
  • Investing in stocks in the record high bull market at present.  
  • Some options for short term investing at low risk. 
  • Looking for legitimate shelters for retirement savings. 
  • Why to be wary of financial advice from insurance brokers.
  • Using inheritance for real estate investments. 

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