Money Wisdom Question Series

People contact us often with questions regarding various retirement and investment topics. Every week, Joel discusses a different financial hot topic in just two minutes or less to help provide answers and clarity.

Find a topic that interests you in the list below or submit your own question here. You can also subscribe to our YouTube channel to receive real-time updates when the next episode is live.


Episode 75: Is it Better to Invest or Save in a Bank?

Heath Grossman here with Money Wisdom Question Series. Today’s question is, “Is it better to invest money or save it in the bank?”

Long-Term Investment...

Episode 74: What is an ETF?

Today’s question is, what is an ETF?

What ETF Stands For

ETF stands for Exchange-Traded Fund. An Exchange-Traded Fund is a

Episode 69: What Should I Not Do in a Volatile Market?

Today’s question is, what should I not be doing in a volatile market?

Heath Grossman here for Money Wisdom Question Series. I’m going to break down my answer...

Episode 68: Is It Better to Have a 401(k) or an IRA?

Today we’re here to answer your question, “Is It Better to Have a 401(k) or an IRA?”

If you’re asking this question, it means that you’ve...

Episode 67: What Should I Do If I’m 5 Years from Retirement?

Today we’re here to answer your question, “What do I do if I’m 5′ years away from retirement?” Here are five things for you to think about if you’re...


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