Owning Individual Stocks is Still a Bad Idea

We start by discussing the response to the recent promotion of our podcast on Facebook. People do love their individual stocks even if they are wrong.

Tom and Don take a call on the taxation of Social Security benefits of a professional gambler.

Next, they take the advice of insurance salesperson posing as a financial advisor. That leads to a discussion of the deplorable tactics used to sell indexed universal life policies.

They explain when to use a Roth 401k or IRA. Then they move on to 529 plans.

Tom shares investors' expectation for the best investment of the 2020s.

Please forgive the audio quality. We are working on a better way to record the weekend radio show.