This week’s show asks: should you be worried about your bank? This episode also covers DCA vs. Lump Sum Investing, the “when’s” in retirement, and how to avoid making the same mistake as Silicon Valley Bank with your fixed income exposure.
Why Your Bonds Aren't Working, Social Security "Bridge", Publicly Traded REIT's (5.3.25)
Best-Of 4.26.2025
529 Changes, How to Stay Invested, Emergency Funds (4.19.25)
RMD Options, Beneficiary Roadmap (Part II), and Playing Defense (4.12.25)