This week’s show covers why you own what you own, lots of emails, when one partner handles the finances, short-term bonds, and automated investing.
Capital Gains Distributions List, When to File for Social Security, and What's your Number? (11.16.24)
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)
Target Date and LifeCycle Funds, Portfolio Construction Building Blocks, Annuity Sales Explode (10.26.24)