This week’s show covers sequence of returns risk in early retirement, avoiding RMD mistakes, rebalancing your portfolio in a lofty market, and lots more!
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
Consolidation, More on Muni-Bonds, Earn More on Your Cash (1.24.26)
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)