This week’s show includes the year in review (and the lessons we learned), dividend investing, turning your portfolio into a paycheck, and portfolio moves for 2024.
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)
