December 31st, Podcast

Did your TeleAdvisor, Dope Dealer, or Johnny Bag’O Donuts Advisor at help you this year, or did you get “E.colied”?!?

We put our “TimFoil” hat on to explain how risk and wealth is transferred in the markets. So did you transfer your risk… or your wealth in 2018?

2019 is a New Year: Do you need a fresh start from an Advisor that is free of all conflicts of interest? That doesn’t farm out the money management. And makes all the actual investment decisions in-house? If so, reach out to us for a pressure free discussion to see if we can help.

As always, if you want a topic discussed on the show, have questions, or simply want a complimentary portfolio review, you can contact any of us via email:, or