This week’s show covers fourth quarter financial planning, the over-emphasis on Roth conversions, retirement account changes coming in 2025, and the flypaper effect.
Best-Of (10.4.25)
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
Rate Cuts and Your Money, Sequence of Returns Risk, Being Too Conservative (9.20.25)
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)
