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Q&A: Is ChatGPT's Portfolio Better Than VTSAX?

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Manage episode 498479608 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

#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

  continue reading

704 episodes

Artwork
iconShare
 
Manage episode 498479608 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

#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

  continue reading

704 episodes

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