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.
Best-Of (4.18.26)
Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
