This week’s show covers part two of our beneficiary roadmap, defensive names, options for your RMD, and tons of emails.
Optimizing Returns on Cash, Relationship Managers, What to Know about Dividends (8.2.25)
Bond Accounts, Total Return Investing, Consolidation, and Inheritance Guidelines (7.26.25)
The New 4% Rule, To Cut or Not to Cut, Summer Reading List (7.19.2025)
Tax-Efficient Investing, Annuities, Accessing Lump Sums From IRA's (7.12.25)
