This week’s show covers the sequencing of retirement withdrawals, municipal bonds, backdoor Roth contributions, gifting, and lots more!
Value Stocks, Where to Save, Latent Bombs in Your Portfolio (7.25.26)
More All-Time Highs, Investment Grade Bonds, Automate Your Investing (7.18.26)
Another Lost Decade, Tax-Free Bonds, 3 Pillars of Planning (7.11.26)
Revenge of Diversification, Small-Cap Rally, Backdoor Roth IRA's (7.4.2026)