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

ByPaul Adams

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

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Paul Adams

Author

Paul Adams

CEO & Founder

As CEO and founder of Sound Financial Group Paul leads a team of financial professionals dedicated to helping clients define their financial goals then developing unique, tailored strategies to reach them. Paul tells his clients often that they should always make their financial decisions based upon indisputable math and independent scholarship, not based on media hype, hearsay, or trend.

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