Episode 247: Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years

Mar 22, 2023

32:09

Highlights

AI Chapters

Episode notes

Risk Parity Radio - Frank Baskis

Introduction

2min

Risk Parity Radio Episode 247

2min

How Can I Create a Risk Parity Type of Portfolio?

5min

How to Find Your Financial Independence Number

2min

How to Get Your Hot Cup a Jack Squat

4min

The Risk of Uncertainty in Retirement

5min

How to Optimize Your Taxes When Using a Risk Parity Style Portfolio

3min

Tax Loss Harvesting - How to Minimize Transactions

4min

Are You in the 0% Long Term Capital Gains Tax Bracket?

2min

10.

I'm Putting You to Sleep

2min

11.

Risk Parity Radio - Frank Baskis

2min

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!