Money Never Easy

Beware of falling into the dangerous trap of financial complacency. Investing can be very dangerous when least expected.

Listeners want to know:

  • What different fees mean in real dollars?

  • Which short-term bond funds might be an appropriate investments?

  • What to do with a Roth after death?

  • How to invest semi-precious stone sales proceeds of her non-tanzanite collection?

  • How do you know when you have enough money to retire?

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Stretching... for Yield

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Labor Day Q & A