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.
Preparing for Cognitive Decline, What You Can Learn From a 1099, Estate Planning Pitfalls (2.28.26)
Small Cap Value Stocks, Passing the Torch, and Three Things That Really Matter (2.21.26)
Mid-Cap Stocks, Donor Advised Funds, Financial Planning, and more! (2.14.26)
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
