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.
Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)
Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)
Not All Investment Accounts Are Created Equal, Corporate Bonds, Delaying Social Security (6.14.25)
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
