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June 25, 2024

Dumb and Dumber

In this episode: 1:34 Don's Dumb Duo 5:23 Get a Second Opinion 8:40 The Value of Gold 11:43 Financial Planning Challenges 14:55 Roth Conversions Advice 16:57 Schwab and Fidelity Comparison 19:50 Clarification on Bond Holdings 22:06 After-Tax Contributions in 401k 29:46 Disagreement on Alternative Investments 33:56 Caution on Private Credit Investments 37:08 Risks of Alternative Investments Learn more about your ad choices. Visit megaphone.fm/adchoicesQuestions? Comment...

Show Notes

In this episode:

1:34 Don's Dumb Duo

5:23 Get a Second Opinion

8:40 The Value of Gold

11:43 Financial Planning Challenges

14:55 Roth Conversions Advice

16:57 Schwab and Fidelity Comparison

19:50 Clarification on Bond Holdings

22:06 After-Tax Contributions in 401k

29:46 Disagreement on Alternative Investments

33:56 Caution on Private Credit Investments

37:08 Risks of Alternative Investments

Learn more about your ad choices. Visit megaphone.fm/adchoices

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