“Fiduciary” and “Fee-Only” Matter Less Than You Think
Today's guest has three criteria to help you cut through the marketing fluff and find the best financial advisor for reaching your goals.
Today's guest has three criteria to help you cut through the marketing fluff and find the best financial advisor for reaching your goals.
ESG investing is the latest method for investing in environmental protection, social causes, & ensuring good corporate governance. But does it really work?
Rick Ferri and Paul Merriman join us today for a lively debate on the pros and cons of factor investing. An interview you'll want to listen to more than once!
Should you invest in private real estate syndications or funds? Here's how to know if you are the right investor for these high-risk investments.
Should you pull money out of retirement accounts to invest in real estate? Answering this plus reader questions about stable value funds, split-dollar life Insurance, investing cash short term, and lots more.
Today's guest believes accredited physicians make great angel investors. If you're rich and & willing to potentially lose a lot of money, he may be right.
Guess what? You can have multiple 401(k) accounts, saving you thousands in additional taxes every year. But it gets pretty complicated. Here are the rules.
Fidelity and Schwab are offering index funds at a lower expense ratio than Vanguard. Is this a reason to move your assets away from Vanguard?
Financially successful doctors generally take one of three pathways to success. Which is the right fit for you to build wealth?
Discussing the different types of retirement accounts, tax benefits of private real estate funds, what to do with your money in residency, adding small caps to your three-fund portfolio, and lots more!
The Bogleheads forum is a diverse group that has done an incredible amount of good. However, too many of them are missing the mark.
I have long railed against the buying and selling of individual stocks. So how is it that I came to own one myself?
Is the Stretch IRA really dead? No, it isn't gone -- it's just different. Here's how the New Stretch IRA works and how you can take advantage of it.
Real estate doesn't need to follow the 1% rule to provide an acceptable investment return. Discussing exceptions and a word of caution.
Here's an update on how my various real estate holdings looked mid-Coronavirus pandemic.