Another Show with Joe

Written By Don McDonald

Joe Saul-Sehy from Stacking Benjamins joins Don again to discuss:

  • 3:09 Financial Planning Teaching Methods

  • 8:23 Taxation and Financial Planning History

  • 12:25 Efficacy of Fee-Only Planners

  • 16:58 Transition to Lower Commission Annuities

  • 21:10 Portfolio Analysis and Index Fund Consideration

  • 26:54 Stoicism and Investing Philosophy

  • 29:06 Road Trip Update

Don McDonald
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