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.
Direct Indexing, A Primer on T-Bills, Estate Planning Checklist (7.5.25)
Municipal Bonds, Long Term Care Insurance Premium Increases, Managing an Inheritance (6.28.25)
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)
