Risk Parity Radio

Episode 375: Learning To "Be The Ball" With Tax And Portfolio Allocation Considerations And Monthly Distribution Mechanisms

Oct 30, 2024
Discover how to balance your portfolio in a high tax bracket while navigating bond investments. Follow Frank's journey as he seeks advice on optimizing a diverse mix of stocks, gold, and cash. Learn about effective tax strategies, including retirement account utilization and the benefits of municipal bonds. Gain insights on strategic portfolio management, focusing on monthly withdrawals and cash flow. Plus, explore the importance of charitable giving, supporting important causes like the Father McKenna Center.
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