Episode 496: The Dangers Of Fixating On Tickers, Minimizing Taxes On Cash, Transitions, And Portfolio Reviews As Of March 27, 2026

In this episode we answer questions from Dustin, Optimus Bill and Scott. We discuss the common mistake of chasing tickers and low fees instead of building a portfolio around goals and carefully chosen asset classes, cowbell origins, what to do with large allocations to cash equivalents and how much do you really need, and transitioning to a retirement portfolio. Hint: Search "transitioning" on the podcast page at the website for more podcasts about that. We also review Marc...