This show covers why “relationship managers” force you into multiple versions of the same account type, SECURE Act 2.0 changes, consolidating investment accounts, and US Treasuries.
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)
