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Show Notes
In this episode:
1:34 Don's Dumb Duo
5:23 Get a Second Opinion
8:40 The Value of Gold
11:43 Financial Planning Challenges
14:55 Roth Conversions Advice
16:57 Schwab and Fidelity Comparison
19:50 Clarification on Bond Holdings
22:06 After-Tax Contributions in 401k
29:46 Disagreement on Alternative Investments
33:56 Caution on Private Credit Investments
37:08 Risks of Alternative Investments
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1:34 Don's Dumb Duo
5:23 Get a Second Opinion
8:40 The Value of Gold
11:43 Financial Planning Challenges
14:55 Roth Conversions Advice
16:57 Schwab and Fidelity Comparison
19:50 Clarification on Bond Holdings
22:06 After-Tax Contributions in 401k
29:46 Disagreement on Alternative Investments
33:56 Caution on Private Credit Investments
37:08 Risks of Alternative Investments
Learn more about your ad choices. Visit megaphone.fm/adchoices