This week’s show covers investing in an election year, retirement savings rules of thumb, international developed markets, life insurance, and portfolio rebalancing.
Target Date and LifeCycle Funds, Portfolio Construction Building Blocks, Annuity Sales Explode (10.26.24)
Election Year History, Equity Income Investing, Secure Act 2.0 Changes (10.19.24)
Why You Own What You Own, One Partner Handling the Finances, Short Term Bonds (10.12.24)
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)