July 11, 2024

Another Show with Joe

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Joe Saul-Sehy from Stacking Benjamins joins Don again to discuss:


3:09 Financial Planning Teaching Methods


8:23 Taxation and Financial Planning History


12:25 Efficacy of Fee-Only Planners


16:58 Transition to Lower Commission Annuities


21:10 Portfolio Analysis and Index Fund Consideration


26:54 Stoicism and Investing Philosophy


29:06 Road Trip Update


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