This week’s show covers the long overdue return of municipal bonds, managing an inheritance, how to deal with long term care, and more!
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
Private Markets, Diversifying from the Dollar, Consolidating Accounts (6.20.25)
Not All Investment Accounts Are Created Equal, Corporate Bonds, Delaying Social Security (6.14.25)
Continued Outperformance of International, The Modern 529 Plan, 5 Years Before Retirement (6.7.25)
