Listen Now Tax law shifts can change the best time to recognize income, give to charity, and make big business decisions. This episode unpacks how the “One Big Beautiful Bill Act (OBBBA)” reshapes year-end planning for pre-retirees, equity-comp executives, and...
Listen Now When it comes to bonds, one of the most common questions I hear is: “Should I own individual bonds or bond funds?” Today, I’ll answer that—and more importantly, I’ll show you the right way to use bonds so your overall portfolio is easier to live with...
Watch Now Listen Now / In this episode, I sit down with Ian Wenik, Editor at Citywire RIA and one of the sharpest reporters covering the wealth management industry. Ian shares his journey from sports writing to business journalism, what it’s like to run a newsroom in...
Listen Now Today we’re going to talk about municipal bonds—what they are, when they make sense, and how to use them in a retirement-focused portfolio. Sign up for my newsletter so you can easily reply to my emails with your thoughts or questions for the...
Watch Now Listen Now In this episode, I welcome back Callie Cox, Chief Market Strategist at Ritholtz Wealth Management and author of the excellent Substack, OptimistiCallie. Callie and I dig deep into the tension between Wall Street’s excitement around AI and the more...
