How To Use Excel + Claude To Replace Your Budget App | Live Q&A

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0:00 How To Use Excel + Claude To Replace Your Budget App
18:45 Poll
22:34 Retirement Withdrawal Strategy
26:30 Poll results
27:34 Roth Conversions
29:47 RMDs
31:44 Financial decision/tax consequence
34:26 TIPS
37:56 Big Banks
38:38 IRMAA
41:22 Combining a traditional and Roth 401k
42:28 Claude Asset Allocation
48:16 ChatGPT/Claude
40:06 Prorata issue
56:28 Portfolio Visualizer
57:22 VTSAX
59:50 Using a budgeting app
1:01:26 Robin Hood account
1:05:45 30 year TIPS ladder
1:07:23 Health care premiums/New Poll
1:12:00 Claude practicing law
1:13:03 Poll results
1:13:25 New Poll
1:15:09 ACA
1:17:44 Poll results
1:20:17 ETF Research Center
1:23:40 New Poll
1:25:10 Brokerage firm advice
1:27:31 Moving more into stocks closer to retirement
1:28:41 Poll results
1:29:37 Announcements

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While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

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