This week’s show covers the latest Howard Marks memo “Easy Money”, rules-based investing, investment account consolidation (a Financial Focus Radio favorite), and asset classes you shouldn’t own in a taxable account.
Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
Delay Social Security (Please), International Developed Markets, Be Proactive While Aging (10.25.25)
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
Simplifying Your Financial Life, Semiliquid Funds, Municipal Bonds (10.11.25)
