This week’s show covers what to do with cash on the sidelines, asset classes you own but shouldn’t, charitable strategies for retirees, and holiday financial conversations.
Places to Never Invest, This Time Isn't Different, Creating an Income Plan (2.1.25)
Risk-on, The Demise of International Investing, and Fund Selection (1.25.24)
Sources of Investment Return (Selling Yield), Time to do something about Bonds, and Insurance "Investments" (1.18.25)
Bond Bombs in Your Portfolio, 2025 Retirement Changes, Saving More in 2025 (1.11.25)
