This week’s show covers why the future won’t look like the past, the importance of Social Security, year-end financial planning, and the outlook for international markets.
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)
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)
