This week’s show provides a brief market update and includes some best-of content during the shortened holiday week.
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
Tax-Efficient Investing, Annuities, Accessing Lump Sums From IRA's (7.12.25)
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
