Episodi

  • Retirement Withdrawal Sequencing, Backdoor Roth Contributions, Gifting, and More! (5.2.26)
    May 4 2026
    This week's show covers the sequencing of retirement withdrawals, municipal bonds, backdoor Roth contributions, gifting, and lots more!
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    1 ora e 18 min
  • Best-Of (4.18.26)
    Apr 20 2026
    This week's show includes a new market update and best-of content while our radio producer is on vacation.
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    1 ora e 18 min
  • Consolidating Your Investments, Turning your Portfolio into a Paycheck, DAF's (4.11.26)
    Apr 13 2026
    This week's show covers consolidating your investments, how to turn your portfolio into a paycheck, donor advised funds, and more!
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    1 ora e 18 min
  • Investing Myths, Value Stock Rotation, Annuity Problems, and Gifting (4.4.26)
    Apr 6 2026
    This week's show covers investing myths costing you money, the rotation into value stocks, what your 1099 can tell you, annuities, gifting, and more!
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    1 ora e 18 min
  • Iran War Market Volatility in Perspective, Asset Location, Choosing Funds (3.28.26)
    Mar 30 2026
    This week's show covers Iran War market volatility in perspective, tax-free municipal bonds, asset location in investment accounts, and more!
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    1 ora e 18 min
  • Bond Allocations, Beware the Average Advisor, Mistakes Investors are Making Now (3.14.26)
    Mar 16 2026
    This week's show covers mistakes investors are making right now, asset allocation (rate agnostic bond allocations), rules-based rebalancing, and lots of emails!
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    1 ora e 18 min
  • Defensive Stock Investing, Asset Allocation in Retirement, Estate Planning (3.7.26)
    Mar 9 2026
    This week's show covers how you should be thinking about asset allocation in retirement, defensive stock investing, five estate planning considerations, and more!
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    1 ora e 18 min
  • Preparing for Cognitive Decline, What You Can Learn From a 1099, Estate Planning Pitfalls (2.28.26)
    Mar 2 2026
    This week's show covers AI's future and indexing, estate planning pitfalls to avoid, what you can learn from your 1099 form, and lots more!
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    1 ora e 18 min