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.
Preparing for Cognitive Decline, What You Can Learn From a 1099, Estate Planning Pitfalls (2.28.26)
Small Cap Value Stocks, Passing the Torch, and Three Things That Really Matter (2.21.26)
Mid-Cap Stocks, Donor Advised Funds, Financial Planning, and more! (2.14.26)
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
