This week’s show covers IRA mistakes to avoid, conflicts of interest in financial advice, why you have so many accounts, and the normalizing yield curve.
Howard Marks on Bubble Watch, International Stocks, Rebalancing, and Common Retirement Myths (3.1.25)
Private Equity: Caveat Emptor, Finding the Right Trustee, Diversifying Concentrated Stock (2.22.25)
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
Places to Never Invest, This Time Isn't Different, Creating an Income Plan (2.1.25)
