Скачать или смотреть How to Manage Multiple Investment Accounts | Live Email Q&A

Today I'll be answering questions that viewers have emailed me over the past several months. We'll start with an important question about managing multiple investment accounts.

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Video Resources
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https://static.twentyoverten.com/5d25...

0:00 - Welcome to the Financial Freedom Show!
0:28 - Different show than normal
1:33 - 3 fund portfolio/maintaining asset allocation in each account
11:54 - IBonds
13:55 - Changing from Schwab's financial advisor
17:22 - 2022 financial planning annual limits
18:40 - My goal in doing this show
25:07 - Reallocating a portfolio in a taxable account
28:18 - How should one invest in a 401K with high fees?
31:53 - Where do I buy my shirts?
32:22 - Transferring IRA's from index funds to ETFs'
37:17 - NFT artwork/Related Party Transaction
40:10 - Lowering your arm in required minimum distributions
44:40 - PCOB
45:38 - Wellington (VGWAX)
47:54 - Commercial Real Estate as an equity
51:07 - Real Estate Crowd Funding Investments
51:52 - Using personal capital
55:26 - Monte Carlo Analysis
1:02:29 - Quicken
1:04:23 - Buying IBonds after filing taxes
1:06:47 - Considering IBonds as emergency cash, or as part of portfolio bond allocation
1:07:45 - Too much cash at 0% in an IRA
1:10:44 - BND & BNDX values dropping
1:13:52 - Buying IBonds in April opposed to May
1:15:37 - Non-productive assets
1:18:06 - Substituting DODFX or OAKIX for VFWAX
1:24:31 - Monday show/Financial Freedom

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Investing Tools
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New Retirement (Retirement Planner): https://robberger.com/go/new-retireme...
Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bo...

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.