198. March 2026 Mailbag

In this month's mailbag, Jason and Jeff tackle a wide array of listener questions, ranging from the tax efficiency of holding dividend stocks in taxable accounts to the potential risks of the NASDAQ fast-tracking private giants like SpaceX into its indexes. They also weigh in on newlyweds combining finances and choosing between brokerages like Schwab and Fidelity. Finally, the duo breaks down Walker & Dunlop's recent post-earnings stock drop and debates where to safely park your cash after hitting a major savings goal. 03:14 Taxable Dividend Strategy 11:54 Nasdaq Index Rule Changes 20:27 Dividend Bucket Rethink 25:57 Dividend Growth Compounding 26:38 Mastercard Low-Yield Lesson 27:42 Instagram Mailbag Setup 28:50 Consolidating Brokerage Accounts 31:47 Schwab Versus Fidelity 34:22 Combining Finances After Marriage 35:45 Money Talks and Guardrails 40:12 Walker and Dunlop Earnings 42:43 Investing After Saving Goal 45:43 Risk Spectrum and Time Horizon Companies mentioned: AAPL, BOC, CRM, MA, META, MTH, QQQ, SCHW, WD Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices