Feb 13, 2017
Love is in the air this week, so we enlist the help of none other than Rachel Cruze to help you talk the languages of love, communication and money. Whether you're married, in a relationship, or think that you'll EVER have a partner you're working on with your money, today's show is just for you. Plus, nothing says romance like the words "Capitol Hill," so we talk about the fiduciary rule during our headline segment. Is it dead? Are companies that changed to support the rule going to revert back to their old practices? We have answers on both of those fronts.
Plus, we throw out the Haven Life line to Tyler, who wonders if his investment mix looks like it matches his goals. We answer a letter from Rob, who's switching brokers and his S&P 500 fund isn't allowed at the new brokerage firm. He's accumulated a fair amount of capital gains and doesn't want to pay the tax. Does he have any recourse? Of course, that's not all....Doug also brings home the trivia, and more.
Want show notes with ALL the links to today's podcast? Try here.