This week’s show covers mid-cap stocks, donor advised funds, why financial plans are (mostly) a waste, and lots of listener questions!
Preparing for Cognitive Decline, What You Can Learn From a 1099, Estate Planning Pitfalls (2.28.26)
Small Cap Value Stocks, Passing the Torch, and Three Things That Really Matter (2.21.26)
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)
