This week’s show covers the “relationship manager” quandary in financial advice, how/why to delay taking social security benefits, public vs. non-traded REITS, and ETF’s vs. Mutual Funds.
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)
