This week’s show covers the game of chicken playing out between the markets and the Fed, revisits what most “Financial Advisors” actually do, and examines the role of bonds in your portfolio.
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)
More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)
Best-Of (9.7.24)
