This week’s show covers why the future won’t look like the past, the importance of Social Security, year-end financial planning, and the outlook for international markets.
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)