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.
Small Cap Value Stocks, Liquidity + Tax Efficiency, Populism and the Markets (11.8.25)
Insurance Isn't an Investment, Estate Planning, and The Global Portfolio (11.1.25)
Delay Social Security (Please), International Developed Markets, Be Proactive While Aging (10.25.25)
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
