On this week’s episode, Tyler and Josh tackle investor psychology in bear markets, advisors outsourcing money management, rebalancing, and Nick Lockwood from Health Insurance Strategies joins the show to talk about Medicare Advantage plans.
Year-End Checklist, Stocks vs. Social Security, International Stocks (12.6.25)
Your Portfolio Risk Gap, Emails, and More! (11.29.25)
Your Portfolio in a Recession, Managing an Inheritance, Bond-O-Rama (11.22.25)
Asset Allocation in an Expensive Market, Capital Gains Distributions, Year-End, and Low Vol (11.15.25)
