This week Charles and TJ discuss 1. the new secure act and an idea for 529s. 2. Dig into the classic youtube clip "Bert the Broker" and takes on recessions vs bear markets. 3. The end of negative yielding debt... for now

This week Charles and TJ discuss 1. the new secure act and an idea for 529s. 2. Dig into the classic youtube clip "Bert the Broker" and takes on recessions vs bear markets. 3. The end of negative yielding debt... for now

123 - Epi 4 - Secure Act, Bert the Broker & an Ode to Negative Yields

Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.

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123 - Epi 4 - Secure Act, Bert the Broker & an Ode to Negative Yields

123 - Epi 4 - Secure Act, Bert the Broker & an Ode to Negative Yields