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Dec. 7, 2023

Avoiding Bad Advice

Investing "professionals" run the gamut from highly skilled and honest to truly dangerous. How can you avoid the mediocre to crooked financial advice providers out there? Tom and Don have some simple ways to protect your wealth from the unscrupulous. Plus, listeners ask: What is the name of the bank paying over 4%? How should money be allocated between taxable and tax-advantaged "baskets?" Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comments? Click!

Show Notes

Investing "professionals" run the gamut from highly skilled and honest to truly dangerous. How can you avoid the mediocre to crooked financial advice providers out there? Tom and Don have some simple ways to protect your wealth from the unscrupulous. Plus, listeners ask:
What is the name of the bank paying over 4%?
How should money be allocated between taxable and tax-advantaged "baskets?"
Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Click!

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