This week’s show covers some election year investing history, equity income investing, Secure Act 2.0 changes, and a helpful year-end checklist.
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)