About this episode

This episode features a Q&A session addressing various investment strategies and financial advice.

A wide-ranging Q&A episode tackles the real-world tradeoffs investors actually face: whether Paul Merriman’s aggressive small/value “ultimate” portfolio is worth the complexity and risk, how much stock to put in scary online bank reviews versus FDIC reality, and how to find advice when you don’t want someone managing your money. Don also explains why FAFSA tricks with traditional IRA contributions don’t work, how to control capital gains taxes using specific share identification, and—some...

People in this episode

Host: Don McDonald

Topics covered

• investing
• Q&A
• portfolio management
• tax strategies
• financial advice

Keywords

• investment
• portfolio
• capital gains
• IRA
• bank reviews

Mentioned in this episode

Organizations: FDIC, FAFSA

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