The insightful and always-entertaining Michael Kitces joins us to talk technology. How are good advisors using the power of the cloud to better service clients? Is your advisor using all the tools available to them to help you manage your financial picture?
Barbara Friedberg joins Len and Greg this week on the roundtable to discuss speculative investing. If you’re behind on your goals, should you choose more risky investments? What portion of your portfolio should be in risky stuff?
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<> Joe & OG – The myRA – What is it? How does it work? What are some initial strategies for it?
<> Michael Kitces – Can Your Advisor Communicate Better?
Michael’s blog: Nerd’s Eye View at Kitces.com
<> Roundtable – Barbara Friedberg, Len Penzo and Greg McFarlane
The piece we discuss: Speculative Investments – What Percentage Should I Invest?
Barb – Free e-book – 20 Minute Guide to Investing at Barbara Friedberg Personal Finance
Greg – Free drugs – How to Get Free Drugs at Control Your Cash
Len – Free cash! – 100 Words on the Importance of Always Paying Yourself First at Len Penzo dot Com
<> iPad Mini….who’s the winner? AND we introduce our new contest. (contest will open mid-day Monday)