This week’s episode covers the basic building blocks of building a retirement porftolio, international investing, what to do with those old 401k’s, and lots of email questions.
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
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)
