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Episode 247: Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years
Manage episode 358707868 series 2926153
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.
Links:
Rob Berger Video About Brokerages and Solvency: What Happens to Our Investments if Schwab, Fidelity or Vanguard Collapse? - YouTube
Morningstar 2022 Retirement Report Download Page: 2022 Retirement Withdrawal Strategies Report | Morningstar
Portfolio Charts Article with Tax Loss Harvesting Pairs: Harvesting the Fall: Why I Sold All My Bonds – Portfolio Charts
Go Curry Cracker Article Re Tax Savings: Never Pay Taxes Again - Go Curry Cracker!
Support the Show.
340 episod
Manage episode 358707868 series 2926153
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.
Links:
Rob Berger Video About Brokerages and Solvency: What Happens to Our Investments if Schwab, Fidelity or Vanguard Collapse? - YouTube
Morningstar 2022 Retirement Report Download Page: 2022 Retirement Withdrawal Strategies Report | Morningstar
Portfolio Charts Article with Tax Loss Harvesting Pairs: Harvesting the Fall: Why I Sold All My Bonds – Portfolio Charts
Go Curry Cracker Article Re Tax Savings: Never Pay Taxes Again - Go Curry Cracker!
Support the Show.
340 episod
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