Take a Pass on Pitches

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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