This week’s show covers why your bond portfolio probably still has issues, to Roth or not to Roth, why certain investments end up in your account, and why “evolving benchmarks” are so common.
529 Changes, How to Stay Invested, Emergency Funds (4.19.25)
RMD Options, Beneficiary Roadmap (Part II), and Playing Defense (4.12.25)
Down-Market Survival Guide, Common Investor Mistakes during Sell-Offs, Beneficiary Roadmap (4.5.25)
Best-Of (3.29.25)
