This week’s show covers the annual mutual funds’ capital gains distribution lists, when you should file for Social Security, tons of emails, and getting to “your number” for retirement.
Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26)
Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26)
Small Caps, RIA's Against the Rest, Stocks vs. the News (6.6.26)
Old Employer-Sponsored Plan Accounts, Estate Planning, and Floating Rate Treasuries (5.30.26)
