Hi everybody,

  1. Register now for the Zen Parenting 2024
  2. Do you know there is a private feed for all Zen Talks so you can easily access all Zen Talks on your phone?  Instructions can be found here.
  3. Click here to catch the video of Zen Finance #1  or listen on the podcast app from your phone.
  4. Let me know if you’d like to be added to this micro-community

Keep on truckin’!

Todd+Cathy

Discussion & Time Stamps

0:00 Centering/Intro/Check-in
9:55 David intro
12:45 What’s a fiduciary vs a personal financial advisor
15:08 Using broker check
22:39 The question you must ask your financial advisor
27:45 How do you think about social impact or general ESG strategies in your portfolio selection?
33:32 Active vs passive investing
37:53 How do we research what hidden fees could be in our 401k account?
41:28 Can fiduciaries pick stocks for clients if that’s what they want in their portfolio?
45:32 Can you speak to real estate investment/rentals vs investing in the stock market
51:35 Role of AI
54:20 Does anyone have budgeting software they love? I use mint right now and its okay.