This week’s show covers managed bond accounts, sources of returns, what to do with inherited accounts, and lots of emails!
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
Tax-Efficient Investing, Annuities, Accessing Lump Sums From IRA's (7.12.25)
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)
