Money Wisdom

Investing in IPOs + Mailbag Questions


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A number of IPOs are scheduled in the upcoming weeks and this always grabs the attention of investors. So we’ll talk about our approach to IPOs and how Joel feels about them. Plus, we have three mailbag questions covering disability payments, investing extra money, and losing trust in financial advisors.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-179-investing-in-ipos-mailbag-questions/ 

 

What we discuss on this show: 

0:19 – Upcoming IPOs

2:32 – Mailbag Question: I’m a teacher and plan to retire in the next five years but this year’s schedule provided me the opportunity to start a side business. It’s going well so what should I invest it in?

5:05 – Mailbag Question: I’m a retired veteran living off my military pension and disability. If I find a job, I’d lose the disability. Is it worth finding a job to lose that?

6:44 – Mailbag Question: I once worked with financial advisor that ended up in jail for securities fraud. I haven’t worked with an advisor in more than 20 years because I have trouble trusting people in the industry. I could use the help now as my situation has gotten more complicated. How can I overcome the trust issues?

8:23 – Get a Money Map retirement review for yourself

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Money WisdomBy Johnson Brunetti

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