This week’s show covers tax-efficient investing, annuities, accessing lump sums from retirement accounts, and how much exposure you should have to international stocks.
Optimizing Returns on Cash, Relationship Managers, What to Know about Dividends (8.2.25)
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
