This show looks at income vs. total return investing, Qualified Charitable Distributions (QCD’s), the biggest financial risk for most retirees, and answers lots of emails.
Active vs. Passive Investing, Emergency Funds, Whole Life Insurance (8.16.25)
Rules-Based Investing, Muni-Bonds, and A Hierarchy for Retirement Savings (8.9.25)
Optimizing Returns on Cash, Relationship Managers, What to Know about Dividends (8.2.25)
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
