About this episode

The episode discusses bonds, retirement planning, Social Security, and portfolio reviews while emphasizing liquidity over unnecessary income.

In this episode we answer emails from Jose, Optimus Bill, and Steve. We discuss bonds, retirement taxes, valuing Social Security and when to take it, how some use the four quadrant model for market timing, and the latest wave of complex ETFs. Along the way, we make the case that liquidity is the real goal of retirement planning, not income that may raise your tax bills. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | R...

People in this episode

Host: Frank Vasquez

Topics covered

• bonds
• retirement planning
• Social Security
• market timing
• portfolio reviews
• ETFs

Keywords

• bonds
• retirement taxes
• Social Security
• four quadrant model
• ETFs
• portfolio reviews
• liquidity

Mentioned in this episode

Organizations: Social Security, Portfolios

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