This week’s show covers fourth quarter financial planning, the over-emphasis on Roth conversions, retirement account changes coming in 2025, and the flypaper effect.
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)
More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)
