Expert Misinformation

We discover we have job security as investors are still missing the basics and looking for advice in all the worong places. Plus, what is investing risk. In addition, we get an update on Tom's new car purchase.

Then, we take listeners questions:

  • What should a recent widow do with a found 401k?

  • Should he do a $1 million Roth IRA conversion?

  • How can an investor find true fiduciary advice for a portfolio?

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Big Annuity Lie Snares Investors

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