Your Summer Money with Nerdwallet

Jul 16

Don’s on vacation and Tom is joined by Arielle O'Shea from NerdWallet, who offers advice about fiduciaries, advisor fees, IRA investments and workplace investments. She reminds us why, in the end, it is up to you to ask the right questions of an advisor. As the fiduciary standards seem to keep changing, the onus remains on the investor to stay know who they hire to manage their money.

What to do when the markets are looking as good as they currently are.

Don't take money advice from Shaquille O'Neal!

The idea of investing in the emerging cannabis industry.

Target date funds; safe and cheap preparation for retirement.

Better using the benefits of a 401(k) and getting more hands on.

Keeping your place of work and your investment portfolio separate.

Good practices for the summer and your money!

Certified fiduciaries and the latest standards in the industry.

Fair fees from an advisor and working out what yours should be.

Stretching out IRA periods and when withdrawals are necessary.

Small things you can do to keep to plan and make a difference to your future.

Vestory — https://vestory.com/