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.
Investing in an Election Year, How Much you Need to Retire, Life Insurance, and Rebalancing (3.23.24)
Higher for (Even) Longer, Small Cap Value Stocks, Estate Planning Checklist (3.16.24)
ETF's 101, College Savings Options, and Estate Planning Galore (3.11.24)
How to Build Your Investment Portfolio, Common IRA Mistakes, and Investment Automation (3.2.24)