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 Article with Tax Loss Harvesting Pairs: Harvesting the Fall: Why I Sold All My Bonds – Portfolio Charts

Go Curry Cracker Article Re Tax Savings: Never Pay Taxes Again - Go Curry Cracker!

Support the show