This week’s show covers why you shouldn’t pay separately for a standalone financial plan, how to create a retirement paycheck, revocable living trusts, ideal withdrawal rates, and learning from your 1099.
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)
