This show covers the latest market timing data, rules-based investing, the explosion of variable annuity sales, and Castle Trusts.
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)
Long Degeneracy, Backdoor Roth Contributions, Turning a Portfolio Into A Paycheck (1.10.26)
Investing Lessons from 2025, What NOT to Own, 2026 Investment Ideas (1.3.26)
2025 In Review, 6 Steps to Improve Your Investment Returns, and More! (12.27.25)
