Episode 247: Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years
Episode S3 · Ep 247 32 min 9s

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

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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