This week’s show covers the specifics of account consolidation, the importance of tax-efficient investing, the process of taking income from your accounts, and Roth conversions.
Portfolio Landmines, International Investing, Incapacity and Estate Planning (8.1.26)
Value Stocks, Where to Save, Latent Bombs in Your Portfolio (7.25.26)
More All-Time Highs, Investment Grade Bonds, Automate Your Investing (7.18.26)
Another Lost Decade, Tax-Free Bonds, 3 Pillars of Planning (7.11.26)
