This episode looks at the Debt Ceiling and the markets, the most important drivers of investment returns, Annuity sales and 1035 Exchanges, and more emails and call-ins.
Why Your Bonds Aren't Working, Social Security "Bridge", Publicly Traded REIT's (5.3.25)
Best-Of 4.26.2025
529 Changes, How to Stay Invested, Emergency Funds (4.19.25)
RMD Options, Beneficiary Roadmap (Part II), and Playing Defense (4.12.25)
