This week’s show covers consolidating your investments, how to turn your portfolio into a paycheck, donor advised funds, and more!
Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
Best-Of (4.18.26)
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)