This week’s show covers the order of account withdrawals in retirement, Backdoor Roth Conversions, gifting while living, and common portfolio mistakes we see during retirement reviews.
Year-End Checklist, Stocks vs. Social Security, International Stocks (12.6.25)
Your Portfolio Risk Gap, Emails, and More! (11.29.25)
Your Portfolio in a Recession, Managing an Inheritance, Bond-O-Rama (11.22.25)
Asset Allocation in an Expensive Market, Capital Gains Distributions, Year-End, and Low Vol (11.15.25)
