Episode 319: Transitioning A Simple FIRE Portfolio, The Pickelhaube Portfolio And More Fun With Leverage

Episode 319: Transitioning A Simple FIRE Por...

Frank VasquezFrank Vasquez

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Episode 475: Managing An Inherited Roth IRA, Roth vs. Traditional Tax Locations, Some Basics With Resources, And Portfolio Reviews As Of December 26, 2025

In this episode we answer emails from Tyler, Michael and Jon. We discuss managing an inherited Roth across a 10-year window and related questions, compare VXUS to targeted international tilts, tax and asset location considerations for traditional and Roth IRAs, and talk about som ...  Afficher plus

 . 48min 33sec
Episode 474: Planning Around Taxes In Transition, Bitcoin FOMO, Living In A Trailer, And Portfolio Reviews As Of December 19, 2025

In this episode we answer emails from Jenna, Kevin, and Jack Rabbit. We challenge the myth of “never pay taxes” and show how to transition scattered holdings into a Golden Butterfly framework while keeping taxes manageable. We also examine Bitcoin’s role, review sample portfolio ...  Afficher plus

 . 40min 27sec