Episode 58 - May 2025 cover art

Episode 58 - May 2025

Episode 58 - May 2025

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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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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.