Episode 247:  Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years
Episode 247:  Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years

Episode 247: Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years

OwenJay👑

32 min
Business & Finance
Play

Description

<p>In this episode we answer emails from Clint, Jeff and Penny.  We discuss brokerage firms and solvency issues, estimating expenses for long retirements and basic tax considerations in portfolio management.<br/><br/>Links:<br/><br/>Rob Berger Video About Brokerages and Solvency:  <a href='https://www.youtube.com/watch?v=wz64z1YuL0A'>What Happens to Our Investments if Schwab, Fidelity or Vanguard Collapse? - YouTube</a><br/><br/>Morningstar 2022 Retirement Report Download Page:  <a href='https://www.morningstar.com/lp/the-state-of-retirement-income'>2022 Retirement Withdrawal Strategies Report | Morningstar</a><br/><br/>Portfolio Charts Article with Tax Loss Harvesting Pairs:  <a href='https://portfoliocharts.com/2022/11/05/harvesting-the-fall-why-i-sold-all-my-bonds/'>Harvesting the Fall: Why I Sold All My Bonds – Portfolio Charts</a><br/><br/>Go Curry Cracker Article Re Tax Savings:  <a href='https://www.gocurrycracker.com/never-pay-taxes-again/'>Never Pay Taxes Again - Go Curry Cracker!</a><br/><br/><br/></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>

Uploader

isabel.loop

isabel.loop

Episode 247: Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years - Listen Free | WowFM