Financial Crisis: 2023 Edition — this week’s show covers the banking system, how to build a sustainable retirement portfolio, and a recap of results from our “free retirement reviews”.
Howard Marks on Bubble Watch, International Stocks, Rebalancing, and Common Retirement Myths (3.1.25)
Private Equity: Caveat Emptor, Finding the Right Trustee, Diversifying Concentrated Stock (2.22.25)
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
Conflicts of Interest, IRA Mistakes to Avoid, Return to Normal Yield Curve (2.8.25)
