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.
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
Conflicts of Interest, IRA Mistakes to Avoid, Return to Normal Yield Curve (2.8.25)
Places to Never Invest, This Time Isn't Different, Creating an Income Plan (2.1.25)
Risk-on, The Demise of International Investing, and Fund Selection (1.25.24)