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.
Bond Bombs in Your Portfolio, 2025 Retirement Changes, Saving More in 2025 (1.11.25)
2024 Year-End and Best-Of (1.4.2025)
2024 Year-End Recap, Private Investments Invading your Portfolio, and Book Recommendations (12.28.24)
Investment Lessons from 2024, Don't Die with an Annuity, and Conflicts of Interest (12.14.24)
