This week’s show covers which retirement accounts to access first, considerations if you retire before 65, and what you can learn from your 1099 tax form.
Markets in Turmoil, Steak Dinners and Your ETF's, Diversification Rides Again (3.8.25)
Howard Marks on Bubble Watch, International Stocks, Rebalancing, and Common Retirement Myths (3.1.25)
Private Equity: Caveat Emptor, Finding the Right Trustee, Diversifying Concentrated Stock (2.22.25)
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
