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Posts by Andy Pratt, CFA, CAIA
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Financial Planning
Investment Management
Retirement Planning
Financial Planning
Investment Management
Term vs. Permanent Life Insurance and Why We're Not in a Bubble | Ep 21
Financial Planning
Investment Management
Index Funds and Retirement Spending Strategies | Ep 20
Financial Planning
Investment Management
Medicare Open Enrollment, RMD Strategies & the Mortgage Payoff Debate | Ep 19
Financial Planning
Investment Management
Market Volatility, the Truth About Stock Picking & Retirement Spending | Ep 18
Financial Planning
Investment Management
Government Shutdowns, 401(k) Catch-Up Changes, and When Trusts Actually Make Sense | Ep 17
Financial Planning
Investment Management
The Psychology of Investing: Why We Make Bad Money Decisions | Ep 16
Financial Planning
Investment Management
Cash on the Sidelines Myth and Tax-Efficient ETF Conversions | Ep 15
Financial Planning
Investment Management
Over-Optimization Fatigue and Why the Buffett Indicator Might Be Wrong | Ep 13
Financial Planning
Investment Management
International Markets Surprise, Advanced Charitable Giving & HSA Strategies | Ep 12
Financial Planning
Investment Management
Why Annuities Usually Don't Make Sense and Market Reality Check | Ep 11
