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2min chapter
Ask Paula: Is Your DIY Investing Strategy Holding You Back?
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Intro
This chapter explores the evolution of investment options such as robo-advisors and mutual funds while engaging in a humorous discussion about past financial advising practices. The speakers also address listener questions about retirement account transfers and inheritance management, highlighting the importance of informed financial decision-making.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode