This episode looks at the Debt Ceiling and the markets, the most important drivers of investment returns, Annuity sales and 1035 Exchanges, and more emails and call-ins.
529 Changes, How to Stay Invested, Emergency Funds (4.19.25)
RMD Options, Beneficiary Roadmap (Part II), and Playing Defense (4.12.25)
Down-Market Survival Guide, Common Investor Mistakes during Sell-Offs, Beneficiary Roadmap (4.5.25)
Best-Of (3.29.25)
