The biggest advisor loses more than his mind.

Tom and Don take some calls about what to do when you have very little saved and no assets, ubiquitous underfunded pension funds and why we should not trust insurance companies as much we do. There is a belief in a great deal of the insurance and financial industries that you can accurately predict the future, but Tom and Don want to dispel this myth. While you may guess right some of the time, that is not the same as predicting. Instead, it is better to opt for a slow and steady investment strategy that does not bet on the market. For this, you need to find a financial planner that works in your best interest!

  • If what you are doing works, then keep doing it.

  • An explanation of the frozen GE pension fund and the available options.

  • Some of the things to consider when deciding between a lump sum or an annuity.

  • Insights into the Ken Fisher scandal and why his investment strategy does not work.

  • Why Wall Street has always hated indexing.

  • What financial planners should be charging to help you make a plan.

  • It is best to consolidate all of your 401(k)s if you have had different jobs.

Vestory — https://vestory.com/

Vanguard — https://investor.vanguard.com/

Talking to Strangers — https://www.amazon.com/Talking-To-Strangers-TPB-dp-024135157X/dp/024135157X

Fisher Investments — https://www.fisherinvestments.com/en-us

Previous
Previous

Taking the wealth that the economy has given.

Next
Next

Popular financial books. Bad Investing advice.