About this episode

The episode discusses common investment mistakes, strategies for managing cash, and transitioning to retirement portfolios.

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...

People in this episode

Host: Frank Vasquez

Topics covered

• portfolio management
• tax minimization
• retirement planning
• cash equivalents
• ticker fixation

Keywords

• tickers
• portfolio reviews
• taxes
• cash management
• retirement transition

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