Taking It Slowly

In this episode, Don fields questions on the amount of cash held by index, and the best way to deal with an inherited IRA. Plus, he discusses money and happiness, surrender fees and the problems with some stock brokers and advisors. 

  • Index funds that hold cash and what this means.

  • Safe long and short term investing according to your needs.

  • The research that shows the correlation between money and happiness. 

  • Surrender fees and knowing how commissions work.

  • Stocks versus commodities? Are you serious?  

  • Liquidating an inherited IRA account slowly over time.