Coach Pete D’Arruda points out that managing your own portfolio can be a bit tricky. Brian Quaranta says amid the pandemic it’s time to get back to basics in retirement planning. Richard Pelitier touts the merits of a Roth conversion in a down market. Dave Pimper compares the market to an umbrella and it makes sense. Dave Perkins takes us to Lancaster, PA for a unique road trip and Steve Sedahl has a broker behaving badly.

See omnystudio.com/listener for privacy information.

Coach Pete D’Arruda points out that managing your own portfolio can be a bit tricky. Brian Quaranta says amid the pandemic it’s time to get back to basics in retirement planning. Richard Pelitier touts the merits of a Roth conversion in a down market. Dave Pimper compares the market to an umbrella and it makes sense. Dave Perkins takes us to Lancaster, PA for a unique road trip and Steve Sedahl has a broker behaving badly.

See omnystudio.com/listener for privacy information.

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