This week’s show covers target date funds, exploding annuity sales, basic porfolio construction building blocks, and lots of emails!
Making your Portfolio a Paycheck, ETF's, Account Consolidation, and Year-End (11.9.24)
Tax Alpha, Bond Market Risks, and Health Savings Accounts (11.2.24)
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)