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.
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)
Defensive Stock Investing, Asset Allocation in Retirement, Estate Planning (3.7.26)
