This week’s show covers investment account consolidation, more about municipal bonds, earning more on your cash, and lots of listener questions!
Sequence of Returns Risk, Avoiding RMD Mistakes, Rebalancing in a Lofty Market (1.31.26)
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)
Long Degeneracy, Backdoor Roth Contributions, Turning a Portfolio Into A Paycheck (1.10.26)
Investing Lessons from 2025, What NOT to Own, 2026 Investment Ideas (1.3.26)