Friends and Money Don't Mix

A Washington Post advice columnist suggested firing a financial advisor friend. How can you find the right person to manage your money? Then we hear from lots of listeners:

  • Is it better to invest fixed income dollars in bonds or laddered CDs?

  • Will moving from one brokerage firm to another cause a taxable event?

  • When is the best time to make a QCD?

  • Why doesn't the Fed raise rates in one big move?

  • How can an employee get out of an Edward Jones 401a?

  • Which of many bad choices should a school district employee use in 403b?

  • How does Merrill Lunch differ from Schwab?

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Friday is Question Day

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Costs of Being Mortgage Free