Global Questions

In today's episode callers ask Don

  • Which is worse: and annuity of a leaf blower?

  • What can be done for a friend who is on the brink of bankruptcy?

  • Which CD is best and what is a callable CD?

  • After a financial windfall is it too late to hire an advisor?

  • Can a retired pastor take tax-free housing withdrawals after moving from 403b to IRA?

  • Should a portfolio be diversified among accounts based on tax treatment?

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Culling the Real Estate Herd?

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Seeking Diversification