This week’s show covers the long overdue return of municipal bonds, managing an inheritance, how to deal with long term care, and more!
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
Tax-Efficient Investing, Annuities, Accessing Lump Sums From IRA's (7.12.25)
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)
