This week’s show covers why your bond portfolio probably still has issues, to Roth or not to Roth, why certain investments end up in your account, and why “evolving benchmarks” are so common.
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)
