This week’s show covers year-end planning items, bond funds and tax-loss harvesting, Trump accounts, and lots of listener questions!
Annuities at Death, Proprietary Funds, Show me the Muni (10.24.26)
Hiring an Advisor, Where you Save, Tax Efficient Income (10.10.26)
Tax Friendly Charitable Strategies, Investments you Don't Need, Year-End Checklist (10.3.26)
Making Cash Productive, Turning your Portfolio into a Paycheck, Choosing Executors (9.26.26)