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 Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)
Defensive Stock Investing, Asset Allocation in Retirement, Estate Planning (3.7.26)
