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Description

In this episode, we discuss how some companies are looking to use their story or their vision to influence investors. It's no secret that some IPOs lately have disclosed some ridiculous risks in their S-1s. Are investors overlooking these risks because of a great story?

We also chat about how people who are planning for retirement could be using a flawed planning philosophy.

Lastly, we end up by asking an important question: Are Americans Doing Vacations in the Best Way?

Some of the references we discuss in the podcast can be found here:

https://www.benefitnews.com/news/unum-to-allow-workers-to-apply-pto-to-student-loan-debt 

https://www.sec.gov/Archives/edgar/data/1533523/000119312519220499/d781982ds1.htm#toc781982_2

https://www.bing.com/search?FORM=SLBRDF&PC=SL10&q=DDD+Stock

https://www.bing.com/search?FORM=SLBRDF&PC=SL10&q=TLRY

https://www.economist.com/business/2019/08/08/holidays-are-good-for-workers-and-companies-alike

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com

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