Episode 58 - May 2025
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Episode 58 - May 2025
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Narrated by:
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About this listen
In this month's episode, we cover these topics:
- Market Update (Starts at 0:19)
- Portfolio Update (1:50)
- Trade & Tariff Deals (2:15)
- Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00)
- Estate Planning Components (6:59)
- Roth/Traditional IRA (8:42)
- Warren Buffett's Retirement and Legacy (9:36)
- Looking Ahead (11:49)
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