This week’s show covers the latest Vanguard “Advisor’s Alpha” Survey, what to do with excess cash, and new paradigms confronting markets in the 2020’s.
529 Changes, How to Stay Invested, Emergency Funds (4.19.25)
RMD Options, Beneficiary Roadmap (Part II), and Playing Defense (4.12.25)
Down-Market Survival Guide, Common Investor Mistakes during Sell-Offs, Beneficiary Roadmap (4.5.25)
Best-Of (3.29.25)
