October 6 – 12 was National Financial Planning Week. In recognition of this week, Pamela Yip at The Dallas Morning News hosted an “Ask the Financial Planner” session through call-in and chat on Sunday, October 6. I participated in the chat session, and we answered questions on annuities, bankruptcy, FDIC insurance, safety of investments, retirement income, and more. Check out the transcript on DallasNews.com.
If you would like to download the PDF, click here.