About this episode

The episode discusses the often-overlooked Tax Form 1040 Schedule A and debates the relevance of the 60-40 stock/bond portfolio.

In this episode Jeff and Brian continue their tax return treasure hunt with schedule A, the form many people don't even file. Also whether the 60-40 stock/bond portfolio is dead.

People in this episode

Hosts: Brian, Jeff

Topics covered

• taxes
• investment strategies
• financial planning

Keywords

• tax return
• Schedule A
• 60-40 portfolio

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• The Tax Return Treasure Hunt - Schedule A · March 25, 2026 · 53 min
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