Talking Real Money

Is it good or is it too good (to be true)?

Episode Summary

There are good investments and then there are those that sound too good.

Episode Notes

What’s the difference good investments and those too good to be true. Plus, an update on the Woodbridge Ponzi scheme. Learn how to ask the right questions before you get burned and we take lots of your calls.

Jordan Goodman’s Woodbridge Ponzi scheme.

Asking the right questions and getting information before making decisions.

Audio recording your advisors.

Putting money into high yielding money markets.

Surrendered annuity money put into equities and short intermediate bond funds.

VA mortgage refinancing deals.

Why having an adjustable Interest rate is more risky today.

Shopping for the right advisor - what should you be looking for?

Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557

Vestory — https://vestory.com/

Woodbridge Securities — https://en.wikipedia.org/wiki/Woodbridge_Securities

Goldman Sachs Bank — https://www.goldmansachs.com/what-we-do/consumer-and-investment-management/consumer-banking/

E*Trade Bank— https://us.etrade.com/bank

Capital One Bank — https://www.capitalone.com/

Charles Schwab Money Market — https://www.schwab.com/public/schwab/investing/accounts_products/investment/money_markets_funds

Vanguard — https://investor.vanguard.com/corporate-portal/

Minnesota Life — https://advisor.securian.com/userservices/public/idg/login