This week’s show covers the benefits/drawbacks of delaying social security filing, common portfolio mistakes we see, creating a paycheck from your portfolio, and donor advised funds.
Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)
Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)
Gold Bugs, Bad Employer-Sponsored Plans, Bonds, and Three Investment Fallacies (8.17.24)
Putting Volatility in Perspective, Low-Vol Stocks, ETF's, and Tons of Emails (8.10.24)
