This week’s show covers our mid-year portfolio review checklist, wills vs. trusts, maxing out your 401k, investing in gold, and plenty of email questions.
Tribute to the Oracle of Omaha, Donor Advised Funds, Asset Classes you Shouldn't Own (5.17.25)
Best-Of (5.10.25)
Why Your Bonds Aren't Working, Social Security "Bridge", Publicly Traded REIT's (5.3.25)
Best-Of (4.26.2025)