This week’s show covers some election year investing history, equity income investing, Secure Act 2.0 changes, and a helpful year-end checklist.
Making your Portfolio a Paycheck, ETF's, Account Consolidation, and Year-End (11.9.24)
Tax Alpha, Bond Market Risks, and Health Savings Accounts (11.2.24)
Target Date and LifeCycle Funds, Portfolio Construction Building Blocks, Annuity Sales Explode (10.26.24)
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)