This week’s show covers what Fed rate cuts mean for your money, the problems with being too conservative, sequence of returns risk, and account consolidation.
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
Lower Short Term Rates, Portfolio Weightings Guide, Tax-Loss Harvesting (9.13.25)
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
