This weeks show covers lots of listener emails and call-ins, reasons to care about private markets even if you don’t own the asset class, QCD’s, and more!
Donor Advised Funds, Qualified Charitable Distributions, Creating a Retirement Paycheck (8.29.26)
Rebalancing, HSA's, Being Too Safe (8.22.26)
Rates: Higher for Longer, Hedging Against AI, and Lots More! (8.15.26)
Account Consolidation, Email Extravaganza, Small Cap Value (8.8.26)
