How Should We Respond to Downgrading of U.S. Credit Rating | Live Q&A

0:00 - Intro
0:38 - How Should We Respond to Downgrading of U.S. Credit Rating
18:03 - Keeping money in safe assets to avoid SOR risks
21:51 - Treasuries approaching 5%
28:44 - Could AI replace Boldin and ProjectionLab?
37:10 - Name of the restaurant
38:49 - Portfolio with VTI, BRK-B, SCHD, VXUS, and BND
44:07 - Corporate Bonds vs Government Bonds/TIPS
51:14 - The presenter
54:37 - Portfolio for retiring/moving outside of U.S.
57:02 - Can Roth IRA's from multiple sources be combined?
59:24 - SCHD
1:00:46 - Boldin's Withdrawal Order
1:04:21 - Dealing with volatility
1:08:24 - Boldin Rate of Return Assumption
1:12:00 - Monarch Money/Fidelity CMA transactions
1:13:05 - Taking money from retirement funds
1:14:47 - Capital gains tax when TIPS mature
1:16:29 - Paul Merriman Portfolio Configurator
1:18:53 - Where to start?
1:20:57 - RMD withdrawal strategy
1:22:22 - Allocating a portfolio with brokerage assets and Roth assets
1:26:20 - Credit downgrade
1:29:08 - 100% VOO at 30 years old
1:31:47 - Guests
1:33:22 - New book
1:37:04 - Announcements

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ABOUT ME

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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