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.
Picking a 529 Plan, Direct Indexing, Corporate Bonds, and Investing Myths (9.6.25)
Portfolio Construction 101, Oregon Estate Tax, Estate Planning Playbook (8.30.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks (8.23.25)
Bond Market Opportunities, Catch-Up Secrets, and International Stocks