Friends and Money Don't Mix
Oct 12, 2023•41 min•Transcript available on Metacast Episode description
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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