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.
Markets in Turmoil, Steak Dinners and Your ETF's, Diversification Rides Again (3.8.25)
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)
