Back to investing basics on Your Money, Your Wealth® podcast #237 with a whole army of smart fellas from Pure Financial Advisors: Matt Balderston, CFP®, Brian Perry, CFP®, CFA, Joe Anderson, CFP® and Big Al Clopine, CPA cover what makes for a wise investing philosophy while on the market volatility roller coaster? How do you find a financial fiduciary? How do you avoid people with bad financial intentions? What is a good investment policy statement? How do you figure out the annual percentage rate on an IRS payment plan? When should a teacher retire, and what should she do with her pension? Plus some Roth conversion talk, as you’d expect. Transcript & show notes: http://bit.ly/YMYW237

00:49 Matt Balderston’s Investing Primer: Market Volatility & Asset Allocation

20:32 How Do I Find a Financial Fiduciary?

23:26 How Do I Avoid People With Bad Financial Intentions?

32:38 What is a Good Investment Policy Statement?

37:28 Strategies If You Have a Pension and Can’t Contribute to a Traditional IRA?

41:21 How to Figure Out APR?

44:11 When To Retire and What to Do With My Teacher’s Pension?


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