This week’s show covers tax, tax, and more tax, plus dangerous assumptions jeopardizing your retirement plan, and lots of emails as always.
Low Volatility Stock Outperformance, Retirement Account Withdrawal Sequencing, and Emails! (10.31.26)
Annuities at Death, Proprietary Funds, Show me the Muni (10.24.26)
Bonds Funds and Tax-Loss Harvesting, Year-End, Trump Accounts (10.17.26)
Hiring an Advisor, Where you Save, Tax Efficient Income (10.10.26)