In this episode:

• 
  0:57 Holiday Cheer and Investment Fears


• 
  4:02 Wall Street's Private Party Invitation


• 
  5:09 The Costly Alternative Investments


• 
  5:53 Confusion in Alternative Investments


• 
  11:55 Social Security Changes Ahead


• 
  14:21 Finding the Right Financial Advisor


• 
  19:45 Understanding the ADV Form


• 
  25:10 Red Flags in Financial Firms


• 
  33:55 Rebalancing Your Investment Portfolio

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