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Rich Habits Podcast

Q&A: How to Invest $700K, Bogleheads Strategy, and Diversifying Away from Real Estate

Apr 11, 2024
Learn about investing $700K, implementing Bogleheads strategy, diversification from real estate, maximizing wealth through financial planning, simple investment strategies, ADUs in California, splitting funds for savings and loans, optimization of investment strategy, and building a bridge account for early retirement.
39:52

Podcast summary created with Snipd AI

Quick takeaways

  • Consider reallocating funds from underperforming ETFs into tax-efficient options for better returns.
  • Incorporate diversified cryptocurrencies and ETFs into investments for added diversity and potential early retirement goals.

Deep dives

Adjusting Investment in Covered Call ETFs

Consider removing JEPI and JEPQ covered call ETFs due to tax inefficiency and underperformance, reallocating those funds into tax-efficient SPYI and QQQI ETFs.

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