This week’s show covers non-qualified annuities (the tax-bomb that just keeps giving), RMD options, investing beyond your 401k, and lessons learned from the last correction.
Revenge of Diversification, Small-Cap Rally, Backdoor Roth IRA's (7.4.2026)
Corporate Bonds, Building a Diversified Portfolio, Sequence of Returns Risk (6.27.2026)
Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26)
Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26)
