Take a Pass on Pitches

Written By Don McDonald

In today's show:

  • 1:35 The Problem with Financial Pitches

  • 3:43 The Rise of ETFs

  • 5:55 The Bitcoin ETF Concern

  • 11:21 Insurance Strategies and Tips

  • 14:12 The Importance of Investment Vehicles

  • 16:22 Transitioning from Robo-Advisors

  • 25:00 Managing Cash Positions in Portfolios

Don McDonald
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