エピソード

  • Bonds Funds and Tax-Loss Harvesting, Year-End, Trump Accounts (10.17.26)

    Bonds Funds and Tax-Loss Harvesting, Year-End, Trump Accounts (10.17.26)
    2026/10/19
    This week's show covers year-end planning items, bond funds and tax-loss harvesting, Trump accounts, and lots of listener questions!
    続きを読む 一部表示
    1 時間 24 分
  • Hiring an Advisor, Where you Save, Tax Efficient Income (10.10.26)

    Hiring an Advisor, Where you Save, Tax Efficient Income (10.10.26)
    2026/10/13
    This week's show covers the decision points while hiring an advisor, where to save (asset location), tax-efficient income, and lots more!
    続きを読む 一部表示
    1 時間 20 分
  • Tax Friendly Charitable Strategies, Investments you Don't Need, Year-End Checklist (10.3.26)

    Tax Friendly Charitable Strategies, Investments you Don't Need, Year-End Checklist (10.3.26)
    2026/10/05
    This week's show covers what you should be thinking about as we near the end of the year: gifting, tax-efficiency, year-end checklists, and more!
    続きを読む 一部表示
    1 時間 19 分
  • Making Cash Productive, Turning your Portfolio into a Paycheck, Choosing Executors (9.26.26)

    Making Cash Productive, Turning your Portfolio into a Paycheck, Choosing Executors (9.26.26)
    2026/09/28
    This week's show covers bond investments, choosing executors, lots of emails, and maximizing the productivity of your cash!
    続きを読む 一部表示
    1 時間 18 分
  • Fixing Your Bond Allocation, All Things Estate Planning, Municipal Bonds (9.9.26)

    Fixing Your Bond Allocation, All Things Estate Planning, Municipal Bonds (9.9.26)
    2026/09/21
    This week's show covers estate planning, lots on bonds, and a whole lot of email questions from listeners!
    続きを読む 一部表示
    1 時間 18 分
  • Getting Your Bonds Right, Conflicts of Interest, Social Security Viability (9.12.26)

    Getting Your Bonds Right, Conflicts of Interest, Social Security Viability (9.12.26)
    2026/09/14
    This week's show covers rules-based investing, conflicts of interest, bonds, Social Security, and tons more!
    続きを読む 一部表示
    1 時間 18 分
  • Investment Grade Bonds, Sequence of Returns Risk, What Bonds to Own (9.5.26)

    Investment Grade Bonds, Sequence of Returns Risk, What Bonds to Own (9.5.26)
    2026/09/08
    This week's show covers the bond market in depth: what bonds you should own, and investment grade corporate bonds. We also cover common estate planning mistakes, sequence of returns risk, and more!
    続きを読む 一部表示
    1 時間 18 分
  • Donor Advised Funds, Qualified Charitable Distributions, Creating a Retirement Paycheck (8.29.26)

    Donor Advised Funds, Qualified Charitable Distributions, Creating a Retirement Paycheck (8.29.26)
    2026/08/31
    This week's show is all about gifting: QCD's, Donor Advised Funds, gifts to heirs, and more!
    続きを読む 一部表示
    1 時間 18 分