Madoff Lessons

Have we already forgotten the lessons imparted by the 40-year Madoff scheme that collapsed in 2008? We revisit the unbelieveable story of the biggest investor robbery in history as a new Bernie Madoff documentary airs on Netflix.
Plus, we hear from listeners:

Should investment changes be made in a 529 plan?

How is the impact of a existing IRA on a backdoor Roth?

What is our opinion of a covered call writing fund?

Then, we go on to explain what covered call writing is and how it works.

What is a backdoor Roth?

Is her firm a high-fee advisor?

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