This week’s show covers our shame of the week (403B plans), why you probably need to rebalance, three big retirement account changes you haven’t heard about, and lots of emails.
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks (8.23.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks
