This week’s show covers options for short-term money, understanding the relationship you have with your financial advisor, tax-loss harvesting, and the only type of annuity we (sometimes) like.
Best-Of (4.18.26)
Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
