This week’s show covers insurance products sold as investments, sources of return: yield vs. capital appreciation, time to do something about your bonds, and more retirement rule changes for 2025.
Safe Withdrawal Rates, Investing at a Bank, Gifting, and Large Cap Stocks (2.15.25)
Conflicts of Interest, IRA Mistakes to Avoid, Return to Normal Yield Curve (2.8.25)
Places to Never Invest, This Time Isn't Different, Creating an Income Plan (2.1.25)
Risk-on, The Demise of International Investing, and Fund Selection (1.25.24)
