Episode 23: What Dave Ramsey Got Wrong
Jonathan On Money27 Syys 2023

Episode 23: What Dave Ramsey Got Wrong

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1) Why My Year In Israel Was One Of The Best Investments I Have Ever Made

2) Quote from Dave Ramsey on his portfolio returns.

3) Doing teshuva when the market is down

4) What's the difference between nominal and real returns and gross vs net returns?

5) Should I sell my business for $20 million?

6) Are ETFs more tax efficient than mutual funds?

7) Should I put all my money 401k funds into an S&P 500 index fund?

8) Any suggestions on how to mitigate this massive expense of a 7% rate mortgage?

9) How to help my spendthrift parents out in retirement?

10) A financial advisor keeps telling me about his firm’s “thought leadership.” What does that mean?

11) I want to invest but don’t want to get into the market at totally the wrong time when the world is imploding. What should I do?

12) How does a stock’s 52-week high and 52-week low impact my investment strategy?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

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