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.
Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)
Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)
Not All Investment Accounts Are Created Equal, Corporate Bonds, Delaying Social Security (6.14.25)
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
