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Description

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

 

1)   Money Advice Every Parent Should Give Their Children

2)   Theodore Roosevelt on taking risks

3)   Using credit card points to travel

4)   Helping dad out with his IRS audit

5)   Paying an advisor if portfolio declined in value

6)   Getting access to alternative investments

7)   Roth vs traditional IRAs

 

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1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

 


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