This week’s show covers the latest Vanguard “Advisor’s Alpha” Survey, what to do with excess cash, and new paradigms confronting markets in the 2020’s.
Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
Best-Of (4.18.26)
Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
