This week’s show covers consolidating like-registration investment accounts, how to invest when you have a cash build-up, advisor-sold alternative investments, and lots of emails.
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)