45 min

Their Best Advice‪?‬ Talking Real Money - Investing Talk

    • Investing

The SEC claims that all "financial advisors" are supposed to act in your best interests and fully disclose any conflict of interest (including high fees, commissions, and expenses). Yet, high-cost, dangerous financial products are still being offered by the many billions of dollars. What can be done to protect you?
Merv from Denver is back to take Don to task for his "misleading" comments about cryptocurrencies. Surprise, he failed to change Don's mind. In fact, we have even more anti-crypto information.
Tangent: What's a Hokie?
Listeners ask:

Can he still make contributions in a Roth with a 401k?

How can massively appreciated stock be sold to avoid taxes?

When should money be withdrawn from retirement accounts?


Learn more about your ad choices. Visit megaphone.fm/adchoices

The SEC claims that all "financial advisors" are supposed to act in your best interests and fully disclose any conflict of interest (including high fees, commissions, and expenses). Yet, high-cost, dangerous financial products are still being offered by the many billions of dollars. What can be done to protect you?
Merv from Denver is back to take Don to task for his "misleading" comments about cryptocurrencies. Surprise, he failed to change Don's mind. In fact, we have even more anti-crypto information.
Tangent: What's a Hokie?
Listeners ask:

Can he still make contributions in a Roth with a 401k?

How can massively appreciated stock be sold to avoid taxes?

When should money be withdrawn from retirement accounts?


Learn more about your ad choices. Visit megaphone.fm/adchoices

45 min

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