This week’s show covers ETF’s, College Savings options, and lots of email questions and estate planning-related content.
Target Date and LifeCycle Funds, Portfolio Construction Building Blocks, Annuity Sales Explode (10.26.24)
Election Year History, Equity Income Investing, Secure Act 2.0 Changes (10.19.24)
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)