This week’s show covers faux CFP driven value-adds, the case for low-volatility stocks, what your advisor is really doing, and year-end money deadlines.
Investment Lessons from 2024, Don't Die with an Annuity, and Conflicts of Interest (12.14.24)
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)
Capital Gains Distributions List, When to File for Social Security, and What's your Number? (11.16.24)
