Take a Pass on Pitches
Jan 08, 2025•46 min
Episode description
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
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