Money & Manners
We talk to Sue Jacques about how we behave when it comes to our cash
EP1729 – The Folly of Frugality: Why some seniors need to get spending their stash of cash
Some seniors are sitting on piles of money, but insist on taking public transit home from chemo appointments. We’ll reframe the “value of a dollar”, in retirement. Then, Money & Manners. If Emily Post were alive today, she’d have lots to say about how we behave when it comes to our cash. We’ll also have some tips on how to get yield into your portfolio, and the latest performance numbers on a Fossil Fuel Free portfolio.
The New “Flat Fee” Mutual Fund
We talk to Alex Sasso about the new option of a “flat management fee” mutual fund.
The Investor Protection Clinic at Osgood Law School
We talk to Alex Despotovic and Ankita Gupta about the new resource for people who feel they have been done wrong in the investment world, the Investor Protection Clinic.
Regulators Using AI To Boost Their Effectiveness
We talk to Anthony Boright about the future of technology on the advisory business, and on regulation.
