Manage episode 237055099 series 31291
Those in the investment industry, despite all their promises, are not always required to act in your best interests, which is why you should only use a 100% fiduciary advisor. Tom and Don also talk about the stock market and how it has performed over May and June this year. Ponzi schemes happen, so learn how to avoid them. Plus, a lesson on the difference between and IRA and its underlying investments.
What a 100-percent fiduciary is and why you should only use them.
Stock market movements in May and June this year.
Why the traditional hedge fund approach does not work.
Understanding Ponzi schemes and how to avoid them.
What happens if you transfer your IRA to another company.
How inherited IRAs could change next year for non-spousal inheritance.
Avoiding tax bracket creep.
Vestory — https://vestory.com/
Vanguard Tax Exempt Funds — https://investor.vanguard.com/mutual-funds/tax-exempt
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