This episode covers proprietary funds, revocable living trusts, small cap value stocks, and discusses interest rate cycles.
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)
More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)
