This week’s show covers target date funds, exploding annuity sales, basic porfolio construction building blocks, and lots of emails!
Capital Gains Distributions List, When to File for Social Security, and What's your Number? (11.16.24)
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)
Election Year History, Equity Income Investing, Secure Act 2.0 Changes (10.19.24)