This week’s show covers asset allocation in the decade ahead, the only acceptable way to take duration risk in your portfolio, ETF’s 101, and tax-loss harvesting.
Simplifying Your Financial Life, Semiliquid Funds, Municipal Bonds (10.11.25)
Best-Of (10.4.25)
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
Rate Cuts and Your Money, Sequence of Returns Risk, Being Too Conservative (9.20.25)