This weeks show covers the active vs. passive debate, why whole life insurance isn’t an investment, Donor Advised Funds, and a lot of emails!
Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
Best-Of (4.18.26)
Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)