This week’s show covers low-vol stock exposure for retirees, retirement plans for small business owners, index investing, and three places you should never invest your money.
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)
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)