Episode 176: The "Brooding" Truth about Financial Planners
Update: 2024-05-30
Description
Welcome to another great episode of Our 2 Cents with Steve and Gabriel Lewit! They are excited to share the cicada craze this year, how to not make any big financial decisions based on predictions, and their financial take on money management with some listener questions. Listen in now using a link below!
- Cicada Emergence 2024:
- Learn about the rare occurrence of two broods of cicadas appearing together at the same time this year and how they make their "lovely" screeching noises.
- Learn about the rare occurrence of two broods of cicadas appearing together at the same time this year and how they make their "lovely" screeching noises.
- Morgan Stanley's Poor Predictions:
- A Morgan Stanley exec went back on his own word for the S&P 500 target, as he realized the market did not take a turn for the worse.
- Discover why it's in your best interest to not make a financial decision based a prediction.
- Write-In Article Question & Listener Questions:
- Write-In: "Do I continue with my current financial adviser or is it time to DIY?"
- "I’m recently divorced and have just received money in a QDRO as part of our settlement. What are my options for what I can do with this money?" - Rebecca
- "Should I continue with my 401k rollover or hold off since it’s performing well?" - Eric
- "I’ll be receiving a settlement from a lawsuit and have some credit card debt and car loans that could be paid off entirely with the settlement, or I could invest the money instead. Do you have a recommendation?" - Alina
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