This week’s show covers the benefits/drawbacks of delaying social security filing, common portfolio mistakes we see, creating a paycheck from your portfolio, and donor advised funds.
Investment Lessons from 2024, Don't Die with an Annuity, and Conflicts of Interest (12.14.24)
Faux CFP Value-Adds, Case for Low Volatility Stocks, and Year-End Money Deadlines (12.7.24)
Cash on the Sidelines, Charitable Strategies for Retirees, and Asset Classes NOT to Own (11.30.24)
Rising Rates Amidst Fed Cutting, Emails, and More (11.23.24)
