Listen Now Today we’re tackling one of investing’s biggest myths—the idea that you should only spend the dividends and interest from your portfolio and never touch the principal. At first glance, this feels safe, responsible, even intuitive. But here’s the...
Watch Now Listen Now Today’s conversation is one I’ve been looking forward to for a long time. I’m joined by Fran Kinniry, a senior investment executive at Vanguard and someone who has had a tremendous impact on the financial advice profession. He is currently the...
Listen Now Today we’re talking about something that always comes up when markets fall—should you buy the dip? Now, if you’ve been checking your portfolio recently and it’s down a bit, don’t panic. This is a normal part of investing. Market declines happen far more...
Watch Now Listen Now Retirement isn’t just about saving enough money—it’s about making the right decisions once you get there. And yet, the transition from saving to spending, managing investments in retirement, and maintaining purpose beyond work are all things that...
Listen Now Wouldn’t it be great if you could get stock market returns… without the stomach-churning losses? That’s the dream, right? Equity-like upside, but with a little cushion on the downside. Well, that’s exactly what many options-based strategies are...
