This show covers why “relationship managers” force you into multiple versions of the same account type, SECURE Act 2.0 changes, consolidating investment accounts, and US Treasuries.
Mid-Cap Stocks, Donor Advised Funds, Financial Planning, and more! (2.14.26)
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
Sequence of Returns Risk, Avoiding RMD Mistakes, Rebalancing in a Lofty Market (1.31.26)
Consolidation, More on Muni-Bonds, Earn More on Your Cash (1.24.26)
