Top Dallas advisor Chuck Thoele joins us this week to compare basketball to financial planning. He shares stories from college hoops from John Wooden to Bobby Knight while discussing forging your financial plan, investing money, buying insurances, and more. Especially engaging is his rewind to 2008. It’s fascinating to see what a pro was thinking during that unprecedented financial meltdown.
PK keeps the sports analogies rolling by talking baseball. Joe & OG discuss Roth conversion strategies. You’ll love the idea we have for you on the show. Plus, Doug has trivia, Shaq buys apps, and much more.
<> Chuck Thoele: Bulls, Bears & Basketball
<> PK’s Fractional Sense
OG reviews Rio 2