This show looks at income vs. total return investing, Qualified Charitable Distributions (QCD’s), the biggest financial risk for most retirees, and answers lots of emails.
Bond Bombs in Your Portfolio, 2025 Retirement Changes, Saving More in 2025 (1.11.25)
2024 Year-End and Best-Of (1.4.2025)
2024 Year-End Recap, Private Investments Invading your Portfolio, and Book Recommendations (12.28.24)
Investment Lessons from 2024, Don't Die with an Annuity, and Conflicts of Interest (12.14.24)
