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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PRODUCTION CREDITS
Podcast production and show notes by Greater North Productions LLC