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

EPISODE · Mar 22, 2023 · 32 MIN

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

from Risk Parity Radio · host Frank Vasquez

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? - YouTubeMorningstar 2022 Retirement Report Download Page:  2022 Retirement Withdrawal Strategies Report | MorningstarPortfolio Charts Article with Tax Loss Harvesting Pairs:  Harvesting the Fall: Why I Sold All My Bonds – Portfolio ChartsGo Curry Cracker Article Re Tax Savings:  Never Pay Taxes Again - Go Curry Cracker!Support the show

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 Articl...

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

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This episode was published on March 22, 2023.

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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...

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