Jan. 8, 2025

Take a Pass on Pitches

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In today's show:


1:35 The Problem with Financial Pitches


3:43 The Rise of ETFs


5:55 The Bitcoin ETF Concern


11:21 Insurance Strategies and Tips


14:12 The Importance of Investment Vehicles


16:22 Transitioning from Robo-Advisors


25:00 Managing Cash Positions in Portfolios


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