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.
Donor Advised Funds, Qualified Charitable Distributions, Creating a Retirement Paycheck (8.29.26)
Rebalancing, HSA's, Being Too Safe (8.22.26)
Rates: Higher for Longer, Hedging Against AI, and Lots More! (8.15.26)
Account Consolidation, Email Extravaganza, Small Cap Value (8.8.26)