Policy genius makes it easy to get insurance quotes from top companies so you can find your lowest price fast. Care of provides tailored guidance that evolves with you as your needs change. And we explore the rela ship between tax optimization and investment volatility. We talk to a us Citizen living in london, who is thinking about emulating the index fund experience by directly buying a large number of individual stocks.
#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?
Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?
Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?
Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.
Enjoy!
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