This week’s show covers options for short-term money, understanding the relationship you have with your financial advisor, tax-loss harvesting, and the only type of annuity we (sometimes) like.
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
Sequence of Returns Risk, Avoiding RMD Mistakes, Rebalancing in a Lofty Market (1.31.26)
Consolidation, More on Muni-Bonds, Earn More on Your Cash (1.24.26)
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)
