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Bonds used to be the ‘boring’ part of a portfolio; considered safe, steady, and not very exciting. But with yields at multi-decade highs, a lot of people are asking: is now the time to give bonds a bigger role in your investment strategy?
Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think, and none of them involve yachts or private jets.
We’re back with another mailbag edition of the show! This week, we tackle two thoughtful financial planning questions from listeners.
Today is a listener question edition of the show and we’re diving into two relatable retirement planning scenarios that may mirror your own concerns.
This episode, David breaks down 6 of the most common myths floating around about the new “One Big Beautiful Bill Act.”
A new tax bill has officially passed, and while most headlines are focused on politics, we’re focused on what it means for your retirement.
Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement.
This Father’s Day, give your family something that lasts: financial peace of mind.
Episode 272
Retirement planning can feel like a whirlwind, flooded with choices, tight timelines, and the pressure to “get it right.” In this special mailbag episode, David answers real questions from listeners who are navigating this very moment. One is preparing to retire and feeling overwhelmed; the other is already retired and sorting through the complexities of Roth conversions.
