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Wow! This was a fun, fun, fun show (of course it’s filled with our usual surprises…..). BUT what we can tell you is that PK this week tells you the optimal time to rebalance your portfolio, Carrie Smith and Dominique Brown share their biggest financial gaffes, and OG & I save you some money in taxes on your mutual funds. Of course, we also give you our favorite ways to get a better interest rate on your emergency fund.
Sorry about the short post….I’m on my way back from San Antonio (I ran the marathon yesterday!).
Show Notes:
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Special thanks to Fidelity Investments for sponsoring our show! Check out TheFreeFinancialAdvisor/Fidelity to find out how Fidelity has been helping clients for over 60 years.
<> PK: Rebalancing
<> Let’s Give Something Away: How about a $25 Amazon Gift Card to help during the holidays? Check out our giveaway page after you listen to the show!
<> Shortwave: Carrie & Dom discuss their biggest financial mistakes.
<> Top 5 Ways to Raise Your Emergency Fund Interest Rate
<> End: Films OG – Wilfred Joe – Argo (both thumbs up!)
Enjoy!
I totally loved this podcast. I think articles and podcasts (or any contnet) which has a balance to it of things the author has done right, or wrong, is useful. Also, as you said, we are all human! Even Mr Buffett makes mistakes! (how did his textile mills work out?)
Thanks for your podcast, was good to hear.
Thanks, Jake. That means a lot. We put a ton of work into the one hour show behind the scenes. The whole team really stepped up (including my mom….).