If i want diversification, i think i can do it with ten stocks. But i don't think it has to be large cap. I think then i could put just a couple of small mids and make sure i have maybe three or four multi national company so i get some international exposure there. Maybe one that is strict international, that may be multi national x usa,. And then a couple in the midcap area. That's what i would be very interested to see. This is the kind of stuff that when i had that super powerful sophoware, when i was a financial planner, i would waste hours, paula, doing this."
#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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