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.
Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
Delay Social Security (Please), International Developed Markets, Be Proactive While Aging (10.25.25)
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
