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.
Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)
Annuities: The Last Big Surprise, Lessons Learned From the Last Correction, RMD Options (8.24.24)
Gold Bugs, Bad Employer-Sponsored Plans, Bonds, and Three Investment Fallacies (8.17.24)
Putting Volatility in Perspective, Low-Vol Stocks, ETF's, and Tons of Emails (8.10.24)
