This week’s show covers why fiscal budget deficits matter, municipal bonds, estate planning pitfalls, and lots of emails!
Delaying Social Security, Small Cap Value Stocks, Portfolio Construction Framework (5.16.26)
Rules-Based Investing, Preparing for Financial Incapacity, Roth or Traditional? (5.9.26)
Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
Best-Of (4.18.26)