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Show Notes
What are smart investors doing right now?
According to Greg and Colin on this week of the Free Lunch Podcast they are: staying diversified, staying disciplined, and staying calm.
They unpack how to think about:
💰 Bonds & cash in your portfolio.
🏠 Mortgage renewals & rate holds.
🧾 End-of-year tax moves.
😴 Retirement “sleep-at-night” planning.