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!

This week's show is all about gifting: QCD's, Donor Advised Funds, gifts to heirs, and more!

This week's show covers the risk of being too safe in your portfolio, how and when to file for Social Security, HSA's, mental incapacity, and more!

This week's show covers how to hedge against AI exposure in your portfolio, what higher rates for longer means for you, and lots more!

This week's show we're back together and diving in to small cap value stocks, the benefits of consolidating with a single custodian, and plenty of listener questions.

This week's show covers the landmines in your portfolio hidden by the bull market, incapacity planning, estate planning 101, and more!

This week's show covers lots of emails, the latent problems the bull market is hiding in your portfolio, the value rotation, and more.

This week's show covers whether the market can keep making all-time highs, investment grade bonds, target date funds, and more!

This week's show covers the risks of another lost decade, tax-free bonds, the three things that really matter in financial planning, and a pre-retirement checklist.

This week's show covers the benefits of a diversified portfolio in 2026, small-cap stocks, backdoor roths, the risk of a lost decade for retirees, and lots more!