This week’s show covers insurance products sold as investments, sources of return: yield vs. capital appreciation, time to do something about your bonds, and more retirement rule changes for 2025.
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)
Why Deficits Matter, Municipal Bonds, Estate Planning Pitfalls (5.31.25)
