This week’s show includes the year in review (and the lessons we learned), dividend investing, turning your portfolio into a paycheck, and portfolio moves for 2024.
Our Three Most Commonly Seen Toxic Investments, HSA's, Brokered CD's, and Secure Act 2.0
Mid-Cap Stocks, Why You Own the Wrong Bonds, Donor Advised Funds (7.6.24)
Mid-Year Portfolio Check-Up, Investing in Gold, Wills vs. Trusts, and 401k Contributions (6.29.24)
Seven Lessons from Jack Bogle, Election Year Markets Data, and Low-Vol Stocks (6.22.24)
