PLAY PODCASTS
...Not the Market

...Not the Market

Talking Real Money - Investing Talk

March 28, 202338m 27s

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Show Notes

Two (or more) of the biggest reasons you shouldn't rely on the S&P 500 for your stock market diversification. How should you properly diversify your equity portfolio?
Listeners want to know:

What do some of the numbers mean for ETF market quotes?

Do DFA funds charge 12b-1 fees?

How is a transfer from a regular IRA to a Roth reported?

What is the difference between investing with an insurance agent versus a fee-only advisor?

What should be done with some unexpected money?

What's the best way to talk with a friend about "real" investing?


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