Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US

Risk Parity Radio

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7M ago 35:25

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In this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for tax purposes), the zeitgeist of this podcast, an old book by Don Coxe about gold and other things, a good website for finding ETFs in the UK and otherwise outside the US, and how to best incorporate and prioritize (not) international vs. US funds.
Links:

Asset Swaps Video: How to Do an Asset Swap
Sean Mullaney On 72(t): 475 | How to Access Your Retirement Accounts Before 59.5 | Sean Mullaney
Mad Fientist on Accessing Retirement Funds Early: How to Access Retirement Funds Early
Merriman ETF Recommendations: Best-in-Class ETF Recommendations | Merriman Financial Education Foundation
JustETF website and Sample Small Cap Value Fund: SPDR MSCI USA Small Cap Value Weighted UCITS ETF | A12HU5 | IE00BSPLC413

Amusing Unedited AI-Bot Summary:
Get ready for an enlightening episode of Risk Parity Radio, where we unravel complex investing strategies designed for the do-it-yourself investor! In this episode, we dive deep into key topics like the critical distinction between asset allocation and tax location, helping you understand how to manage your investments more efficiently. With listener emails sparking insightful discussions, we shed light on the often-misunderstood role of gold in your portfolio and why it might be a savvy addition during economic uncertainties.
We explore how misconceptions in diversification can derail potential growth and offer tactical advice on choosing between growth and value investments. Listeners will gain a holistic view of their assets, empowering them to make informed decisions that align with their long-term financial goals.
Whether you’re a seasoned investor looking to refine your strategies or a beginner eager to learn, this episode provides valuable insights to enhance your portfolio's performance. Join us for an engaging conversation that invites you to reflect on your approach to investing. Don't miss your chance to redefine your financial strategy today! Subscribe, share, and review—we’d love your thoughts!

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Chapters

1. Introduction to the Dive Bar of Personal Finance (00:00:00)

2. Understanding Tax Location vs. Asset Allocation (00:12:55)

3. What Role Does Gold Play in Your Portfolio? (00:35:10)

4. The Value of Diversifying Through Growth vs. Value (00:51:15)

5. Email Insights and Listener Questions (01:53:40)

6. Closing Thoughts and Calls to Action (02:24:00)

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