How to Actually Help the Ones You Love with Their Investing

There is a way to protect your portfolio and manage risk that most investors don’t know about. We teach you how in this week’s podcast.

Don and Tim also discuss their portfolio holdings, how to help the ones you love with their investing, and a scam that has to be heard to be believed.

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