This week’s show asks: should you be worried about your bank? This episode also covers DCA vs. Lump Sum Investing, the “when’s” in retirement, and how to avoid making the same mistake as Silicon Valley Bank with your fixed income exposure.
Donor Advised Funds, Qualified Charitable Distributions, Creating a Retirement Paycheck (8.29.26)
Rebalancing, HSA's, Being Too Safe (8.22.26)
Rates: Higher for Longer, Hedging Against AI, and Lots More! (8.15.26)
Account Consolidation, Email Extravaganza, Small Cap Value (8.8.26)
