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.
Faux CFP Value-Adds, Case for Low Volatility Stocks, and Year-End Money Deadlines (12.7.24)
Cash on the Sidelines, Charitable Strategies for Retirees, and Asset Classes NOT to Own (11.30.24)
Rising Rates Amidst Fed Cutting, Emails, and More (11.23.24)
Making your Portfolio a Paycheck, ETF's, Account Consolidation, and Year-End (11.9.24)
