The Safe Wealth Illusion

Just because you want something doesn't mean you can have it. What most investors want are high returns with little  – or preferably, no – risk. Wall Street is happy to try and convince you that it's possible and the popular media often falls for the pitch. There is no place to get a risk-free 4% return.

Then, a listener wonders how to move money from Edward Jones to Fidelity or Schwab and where to "park" $900,000.