Join us this week while we cover year-end planning, revenue sharing at big financial firms, revisit the 4% withdrawal rule, and construct a bear market checklist.
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)
Long Degeneracy, Backdoor Roth Contributions, Turning a Portfolio Into A Paycheck (1.10.26)
Investing Lessons from 2025, What NOT to Own, 2026 Investment Ideas (1.3.26)
2025 In Review, 6 Steps to Improve Your Investment Returns, and More! (12.27.25)
