Skip This Party

In this episode:

0:57 Holiday Cheer and Investment Fears

4:02 Wall Street's Private Party Invitation

5:09 The Costly Alternative Investments

5:53 Confusion in Alternative Investments

11:55 Social Security Changes Ahead

14:21 Finding the Right Financial Advisor

19:45 Understanding the ADV Form

25:10 Red Flags in Financial Firms

33:55 Rebalancing Your Investment Portfolio

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