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.
Old Employer-Sponsored Plan Accounts, Estate Planning, and Floating Rate Treasuries (5.30.26)
Asset Allocation in Inflation, Annuities, Low-Volatility Investing (5.23.26)
Delaying Social Security, Small Cap Value Stocks, Portfolio Construction Framework (5.16.26)
Rules-Based Investing, Preparing for Financial Incapacity, Roth or Traditional? (5.9.26)
