This week’s show covers why you shouldn’t pay separately for a standalone financial plan, how to create a retirement paycheck, revocable living trusts, ideal withdrawal rates, and learning from your 1099.
Year-End Checklist, Stocks vs. Social Security, International Stocks (12.6.25)
Your Portfolio Risk Gap, Emails, and More! (11.29.25)
Your Portfolio in a Recession, Managing an Inheritance, Bond-O-Rama (11.22.25)
Asset Allocation in an Expensive Market, Capital Gains Distributions, Year-End, and Low Vol (11.15.25)
