Did you catch Episode #22 of the podcast?

  • We’re taking a mid-year pulse of the economy and investment markets and what it means for retirement investors like you.
  • Our listener question spotlights The NUA “escape hatch”: How to flip ordinary income taxes into low capital gains rates on your company stock.
  • And hidden in the glare: what the faintest planet ever imaged teaches us about patience and unlocking hidden value.

Listen now on: Apple | Spotify | YouTube | Browser