About this episode

The episode discusses the importance of life choices over portfolio tweaks for the financially independent, while also addressing HSA traps and conducting portfolio reviews.

In this episode we answer emails from Frank, Stephen (from Cincy), Jeff, and Sally. We focus on a common retirement blind spot: once you are financially independent, portfolio tweaks matter less than the life choices you make with the time you have. We also address those tweaks and then dig into HSA asset location traps, reflect on our listeners and our mission, and talk about our fundraiser for Fairfax CASA. And THEN we our go through our weekly portfolio reviews of the eight sa...

People in this episode

Host: Frank Vasquez

Topics covered

• portfolio management
• financial independence
• HSA asset location
• retirement planning
• listener engagement
• fundraising

Keywords

• portfolio tweaks
• financial independence
• HSA
• retirement blind spot
• listener feedback
• fundraiser

Mentioned in this episode

Organizations: Fairfax CASA

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