PODCAST EPISODE 225: Treasure Hunting, Bond Investing, and Unexpected Taxes.

WHAT WAS COVERED

00:00 – Paul welcomes listeners.
01:15 – Today’s topics.
02:00 – Article Breakdown: “Treasure Hunter Still In Jail For Refusing To Disclose Where Millions of Dollar Worth of Gold Coins”.
05:35 – Article Breakdown: “Retirees Often Make 1 Big Mistake With Bonds. Here’s What To Avoid”.
12:30 – Article Breakdown: “The Huge Tax Bills That Came Out of Nowhere at Vanguard”.
22:46 – Episode ends, thank you for listening.

[Tweet “Other investors’ behavior inherently affects you even with bonds. #YourBusinessYourWealth”]

[Tweet “You can be a long-term buy and hold investor in a mutual fund, but things that other people do, including the fund manager, can generate a tax bill to you without you having sold anything. #YourBusinessYourWealth“]

[Tweet “Most clients we meet don’t need someone making decisions for them, they’ve just outgrown their comfort level of capital invested and look to understand how certain decisions play out. #YourBusinessYourWealth“]

LINKS

“Retirees often make one big mistake with bonds. Here’s what to avoid.” – CNBC

“The Huge Tax Bills That Came Out of Nowhere at Vanguard” -WSJ

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Loserthink: How Untrained Brains Are Ruining America

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