This week’s show covers scenarios showing why account consolidation matters, municipal bonds, semi-liquid (interval) funds, municipal bonds, HSA’s vs. FSA’s, and more!
Best-Of (10.4.25)
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
Rate Cuts and Your Money, Sequence of Returns Risk, Being Too Conservative (9.20.25)
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)