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.
Revenge of Diversification, Small-Cap Rally, Backdoor Roth IRA's (7.4.2026)
Corporate Bonds, Building a Diversified Portfolio, Sequence of Returns Risk (6.27.2026)
Social Security Alarmism, Rebalancing, Emails, International Stocks (6.20.26)
Consolidation, Bonds as Diversifiers, Low-Volatility Stocks (6.13.26)
