This week’s show covers why you shouldn’t pay separately for a standalone financial plan, how to create a retirement paycheck, revocable living trusts, ideal withdrawal rates, and learning from your 1099.
Bond Market Opportunities, Catch-Up Secrets, and International Stocks
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)
