This week’s show covers investing lessons from 2025, 1099’s, what NOT to own, and ideas for 2026! Happy New Year.
Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
Best-Of (4.18.26)
Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)