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Feb. 26, 2025

Financially Illiterate?

Now, the rest of the Saturday show: 0:52 The Biggest Heist in History 0:54 Financial Literacy: Are We Really Educated? 2:35 The Three Questions of Financial Literacy 5:10 Disappointment in Financial Knowledge 5:16 Finding a Financial Advisor 7:06 Preparing for Your First Advisor Meeting 10:02 Researching Your Potential Advisor 11:41 Understanding Fees and Conflicts of Interest 13:21 Selling Your Home: Capital Gains Deductions 17...

Show Notes

Now, the rest of the Saturday show:

0:52 The Biggest Heist in History

0:54 Financial Literacy: Are We Really Educated?

2:35 The Three Questions of Financial Literacy

5:10 Disappointment in Financial Knowledge

5:16 Finding a Financial Advisor

7:06 Preparing for Your First Advisor Meeting

10:02 Researching Your Potential Advisor

11:41 Understanding Fees and Conflicts of Interest

13:21 Selling Your Home: Capital Gains Deductions

17:54 Estate Planning and Probate Concerns

19:37 The Importance of Pensions

33:22 Understanding Pensions and Retirement Plans

34:27 The Value of Employer Contributions

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