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.
Mid-Cap Stocks, Donor Advised Funds, Financial Planning, and more! (2.14.26)
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
Sequence of Returns Risk, Avoiding RMD Mistakes, Rebalancing in a Lofty Market (1.31.26)
Consolidation, More on Muni-Bonds, Earn More on Your Cash (1.24.26)
