This week’s show covers insurance products sold as investments, sources of return: yield vs. capital appreciation, time to do something about your bonds, and more retirement rule changes for 2025.
Making Your Portfolio a Paycheck, Conflicts of Interest, Starting the Estate Planning Talk (5.24.25)
Tribute to the Oracle of Omaha, Donor Advised Funds, Asset Classes you Shouldn't Own (5.17.25)
Best-Of (5.10.25)
Why Your Bonds Aren't Working, Social Security "Bridge", Publicly Traded REIT's (5.3.25)
