Dumb and Dumber

In this episode:

  • 1:34 Don's Dumb Duo

  • 5:23 Get a Second Opinion

  • 8:40 The Value of Gold

  • 11:43 Financial Planning Challenges

  • 14:55 Roth Conversions Advice

  • 16:57 Schwab and Fidelity Comparison

  • 19:50 Clarification on Bond Holdings

  • 22:06 After-Tax Contributions in 401k

  • 29:46 Disagreement on Alternative Investments

  • 33:56 Caution on Private Credit Investments

  • 37:08 Risks of Alternative Investments

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State Retirement Costs

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Dimensional's Matrix Book