High Return Dangers

In this episode we discuss:

  • 3:17 The Illusion of High Returns

  • 6:23 The Importance of Second Opinions

  • 20:42 Charitable Giving Strategies

  • 24:04 Transitioning from Real Estate

  • 27:20 Tackling Hodgepodge-itis

  • 35:25 The Role of Financial Planning

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A (Very) Few Qs

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Reached the TIPping Point