This week’s show covers our shame of the week (403B plans), why you probably need to rebalance, three big retirement account changes you haven’t heard about, and lots of emails.
Cracks in Private Markets, Qualified Charitable Distributions, and Q&A (10.18.25)
Simplifying Your Financial Life, Semiliquid Funds, Municipal Bonds (10.11.25)
Best-Of (10.4.25)
Diversification is Working, Revenue Sharing, Withdrawal Rates (9.26.25)
