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9min chapter
DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More
Sound Investing
Simplifying Investment Strategies and Navigating Roth Conversions
This chapter explores the advantages of simplifying investment portfolios by focusing on a few key funds to achieve broad asset class exposure. It highlights the importance of diversification and discusses strategies for IRA conversions and utilizing cash and T-bills as risk management tools.
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AI-powered
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Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode