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 Strategy11:54 Nasdaq Index Rule Changes20:27 Dividend Bucket Rethink25:57 Dividend Growth Compounding26:38 Mastercard Low-Yield Lesson27:42 Instagram Mailbag Setup28:50 Consolidating Brokerage Accounts31:47 Schwab Versus Fidelity34:22 Combining Finances After Marriage35:45 Money Talks and Guardrails40:12 Walker and Dunlop Earnings42:43 Investing After Saving Goal45:43 Risk Spectrum and Time HorizonCompanies mentioned: AAPL, BOC, CRM, MA, META, MTH, QQQ, SCHW, WDFind 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/unscriptedListen 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