Simplifying Your Investments Part 2 | Live Q&A

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Timestamps
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0:00 - Welcome back/Technical glitch
1:34 - Continuing thoughts on simplifications on portfolios
6:51 - The Yield Curve Inversion
11:54 - Individual stocks in an IRA
17:15 - SWTSK or VTI
24:01 - XSVM
31:31 - VFSTX
36:46 - Changing the 4% Rule to 4.7%
42:54 - Taxes on managed mutual funds
46:23 - VGYAX
52:20 - Would a portfolio of 80% FSAIX, and 20% FSMAX be equivalent to 100% VTSAX?
54:18 - REIT or small cap value
57:12 - Lost money in BND
1:01:32 - Simplifying and basis points is the reason for switching from Betterment to Vanguard for IRA for some people
1:02:56 - Thoughts on annuities
1:05:59 - The Cockroach portfolio
1:08:36 - Turnarounds on bonds
1:11:05 - Permanent Life Insurance
1:11:55 - 3 Fund Portfolio doing better
1:13:54 - Closed captioning unavailable on stream
1:14:12 - VGRO
1:15:28 - Replacing bonds in a portfolio with an annuity combatant
1:18:16 - 2-year treasuries
1:19:13 - Tool for calculating asset allocation on multiple accounts
1:23:26 - Dividend ETF
1:25:11 - Are IBonds legit?
1:28:48 - Too much ordinary income?
1:32:46 - Building a ladder of target date funds
1:37:00 - Saving for a house without leaving cash on the side lines
1:39:22 - International small cap value funds
1:41:58 - Fundsmith
1:42:56 - Stable value funds
1:43:58 - Fidelity Zero Fee Funds
1:46:19 - Holding off on Thursday shows/Newsletter
1:47:47 - Financial Freedom

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Investing Tools
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Credit Cards & Banks
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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

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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. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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