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You inherit some money. Now how do you invest it conservatively so it doesn't disappear? You want to be responsible and you don't want to make a mistake. Plus, there are so many options available when you're investing...how do you determine what's right? We'll address not only that, but we'll also field a question about Motif investing, how to deal with an unresponsive advisor, and more. Our listener letters are always some of our most entertaining and wide-ranging episodes, and you don't disappoint today.
Of course, we also have headlines ripped from the biggest news sources in financial planning, throw out the Haven Life Line, feature some hair-raising trivia from Doug, and more.
Special thanks to Roofstock and MagnifyMoney.com for sponsoring our show! We couldn't do any of this without the support of this awesome company.
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
You inherit some money. Now how do you invest it conservatively so it doesn't disappear? You want to be responsible and you don't want to make a mistake. Plus, there are so many options available when you're investing...how do you determine what's right? We'll address not only that, but we'll also field a question about Motif investing, how to deal with an unresponsive advisor, and more. Our listener letters are always some of our most entertaining and wide-ranging episodes, and you don't disappoint today.
Of course, we also have headlines ripped from the biggest news sources in financial planning, throw out the Haven Life Line, feature some hair-raising trivia from Doug, and more.
Special thanks to Roofstock and MagnifyMoney.com for sponsoring our show! We couldn't do any of this without the support of this awesome company.

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