This week’s show covers investing lessons from 2024, why you don’t want to die with a non-qualified annuity, conflicts of interest, what to do with your RMD, and more!
Bond Market Opportunities, Catch-Up Secrets, and International Stocks
Active vs. Passive Investing, Emergency Funds, Whole Life Insurance (8.16.25)
Rules-Based Investing, Muni-Bonds, and A Hierarchy for Retirement Savings (8.9.25)
Optimizing Returns on Cash, Relationship Managers, What to Know about Dividends (8.2.25)
