This week’s show covers financial conversations with family over the holidays, small caps and their discontents, the simple math of retirement, and donor advised funds.
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks (8.23.25)
