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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!
Joe is a former financial advisor and media representative for American Express and Ameriprise. He was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. He’s also appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers and numerous other media outlets. Joe holds B.A Degrees from The Citadel and Michigan State University.