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.
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)
