Admit Your Money Mistakes

Written By Don McDonald

Humans believe they know things that can't be known. When we act on those guesses about the future, we're often wrong/ Yet, we tend to focus on our successes and conveniently forget our errors. We also explain the "backdoor" Roth-IRA.

Then we hear from listeners:

  • Don is reminded of his mistakes and yet is praised for his wealth-building advice.

  • Can a defined benefit plan be changed?

  • Is Revolution Partners a fiduciary firm?

  • Should new money be used to rebalance portfolio?

  • What do we this of this two-fund portfolio?

  • Should an index ETF or tax-managed fund be used in a taxable account?

Don McDonald
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