July 18, 2024

Younger Investors Smarter?

Tom is back for a new episode featuring:


0:04 Welcome Back Banter


5:01 Shifting Investment Trends


7:13 Generational Investing Shifts


12:27 The Pitfalls of Trading


15:29 VTWAX vs. VT


17:59 Asset Allocation Adjustment


19:36 Advisor Interview Form Review


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