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.
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)
