This week’s show covers mid-cap stocks, donor advised funds, why financial plans are (mostly) a waste, and lots of listener questions!
Diversification is Working, Blue-Chip Renaissance, Hidden Risks in Bonds (2.7.26)
Sequence of Returns Risk, Avoiding RMD Mistakes, Rebalancing in a Lofty Market (1.31.26)
Consolidation, More on Muni-Bonds, Earn More on Your Cash (1.24.26)
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)
