Go offline with the Player FM app!
Q&A: Is ChatGPT's Portfolio Better Than VTSAX?
Manage episode 498479608 series 115702
#631: Jason's analysis of his retirement plan shows that the simple path beats the efficient frontier. Is he right or is he missing something?
Minerva is worried about the impacts of tax inefficiency to her wealth. Are her investments properly located?
Scott feels frozen because he doesn’t understand the nuances of the efficient frontier. Where can he get a simplified explainer so he can start taking action?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
Resources Mentioned:
https://affordanything.com/how-to-negotiate-your-next-raise/
https://affordanything.kit.com/assetlocation
Join Paula at Acorns and get your $5 bonus!
https://affordanything.com/577-qa-the-efficient-frontier-was-perfect-until-hr-got-involved/
https://affordanything.com/547-ask-paula-we-have-2-million-at-40-now-what/
https://www.whitecoatinvestor.com/small-cap-value-etf/
Learn more about your ad choices. Visit podcastchoices.com/adchoices
704 episodes
Manage episode 498479608 series 115702
#631: Jason's analysis of his retirement plan shows that the simple path beats the efficient frontier. Is he right or is he missing something?
Minerva is worried about the impacts of tax inefficiency to her wealth. Are her investments properly located?
Scott feels frozen because he doesn’t understand the nuances of the efficient frontier. Where can he get a simplified explainer so he can start taking action?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
Resources Mentioned:
https://affordanything.com/how-to-negotiate-your-next-raise/
https://affordanything.kit.com/assetlocation
Join Paula at Acorns and get your $5 bonus!
https://affordanything.com/577-qa-the-efficient-frontier-was-perfect-until-hr-got-involved/
https://affordanything.com/547-ask-paula-we-have-2-million-at-40-now-what/
https://www.whitecoatinvestor.com/small-cap-value-etf/
Learn more about your ad choices. Visit podcastchoices.com/adchoices
704 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.