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EachPod

Friends and Money Don't Mix

Author
Don McDonald
Published
Thu 12 Oct 2023
Episode Link
None

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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