This week’s show covers the annual mutual funds’ capital gains distribution lists, when you should file for Social Security, tons of emails, and getting to “your number” for retirement.
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
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)
