Too Smart to Scam?

In this episode we explore our propensity to fall for financial lies, both big and small. Even the most sophisticated can get taken in by a slick con artist or a smooth broker. Then, we wade into a bunch of great calls:

How do school districts pick their 403b investments and how can they be changed?

Does it make sense to move a 401k into an IRA as a salepeson is advising?

Why did a fund that lost money in 2022 post a taxable capital gain?

Would Vanguard's 529 plan be better than a state fund?

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