Another Show with Joe

Joe Saul-Sehy from Stacking Benjamins joins Don again to discuss:

3:09 Financial Planning Teaching Methods

8:23 Taxation and Financial Planning History

12:25 Efficacy of Fee-Only Planners

16:58 Transition to Lower Commission Annuities

21:10 Portfolio Analysis and Index Fund Consideration

26:54 Stoicism and Investing Philosophy

29:06 Road Trip Update

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