This week’s show covers Variable Annuity Myths, Proprietary Investments, and your most valuable assets: Time and Experiences.
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)
More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)
