This week’s show covers mid-career investors, account consolidation, safe money options, reasons not to own actively managed mutual funds, and living trusts.
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)
More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)
Best-Of (9.7.24)