This week’s show covers the “relationship manager” quandary in financial advice, how/why to delay taking social security benefits, public vs. non-traded REITS, and ETF’s vs. Mutual Funds.
Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
Best-Of (4.18.26)
Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
