The amazing blogger Brian from DoneByForty.com joins in the fun this week…and because he’s focused on early retirement, so are we! Brian, Len Penzo and Greg McFarlane tackle this week’s articles from Marketwatch, Time and the Federal Reserve.
Joe & OG discuss advisors cha-chinging the cash register when they change firms. Should clients know how much their advisor’s pocketing because of the switch? They also wonder, “Should you buy brand new mutual funds?” You might be surprised by the answer.
As always, there’s much, much more. Joe reviews the HBO series Bored to Death, we take listener letters AND give a shout out to a listener review.
Thanks for listening!
<> StackingBenjamins.com/Amazon – Use our handy link and you’ll score great Amazon deals while also helping the show!
FINRA Recruitment Bonus Disclosure Rule Reconsidered (NAPA-Net)
<11:15> My Dad’s Shortwave
You Don’t Need a Fortune To Retire Happy (Marketwatch)
Changes in U.S. Family Finances from 2010 – 2013 (Federal Reserve)
Today’s Amazing Panel
Brian – DoneBy40.com – Check out his blog post Convenient Narratives
Len – LenPenzo dot Com – Check out his post Credit Or Debit: How The Wrong Choice Hurts Small Businesses (and You)
– From Andrew: “What do I do with $500 per month extra income coming in?”