On this week’s episode, Tyler and Josh tackle investor psychology in bear markets, advisors outsourcing money management, rebalancing, and Nick Lockwood from Health Insurance Strategies joins the show to talk about Medicare Advantage plans.
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)
