This week’s show covers direct indexing, a walkthrough on how to buy T-bills, estate planning, and more!
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
Tax-Efficient Investing, Annuities, Accessing Lump Sums From IRA's (7.12.25)
Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)