This weeks show covers the active vs. passive debate, why whole life insurance isn’t an investment, Donor Advised Funds, and a lot of emails!
Bond Market Opportunities, Catch-Up Secrets, and International Stocks
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)
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)