yep, it took this comment for me to finally realize that Jill on Money is the same person who wrote The Dumb Things Smart People Do with Their Money lol
I absolutely agree about stopping the ROTH conversions. That can wait and not only that, based on how much she is making now when she retires she'll probably still be in a low tax bracket and can convert then later down the road
It would have been interesting to hear what stocks Susan has held long term and still holds in her brokerage account. Maybe she's doing better that Warren Buffett and her holdings aren't the duds as Jill & Mark's comments seem to imply. My point is holding stocks isn't necessarily something that needs to change. It really depends on what the holdings are. I also wonder if those brokerage holdings are paying her dividend income that she's been paying taxes on year after year, or simply unrealised capital gains?
We live in a tech world/society and that trend will continue. Make sure you have enough US tech in your portfolio. Regular core indexes or funds are not enough. VUG, VONG, QQQ are all wonderful choices.
Boogleheads 3 or 4 fund portfolios will simplify your investments. Just pick core equity and bond holdings plus a money market fund for your cash. Cash is not Trash LOL
Love Dr. Jill. This is my favorite book: The Dumb Things Smart People Do with Their Money: Thirteen Ways to Right Your Financial Wrongs
yep, it took this comment for me to finally realize that Jill on Money is the same person who wrote The Dumb Things Smart People Do with Their Money lol
I absolutely agree about stopping the ROTH conversions. That can wait and not only that, based on how much she is making now when she retires she'll probably still be in a low tax bracket and can convert then later down the road
Chart on chart off
Trader Joes is one of the best stores Its certainly not processed food compared to anywhere but health food stores
It would have been interesting to hear what stocks Susan has held long term and still holds in her brokerage account. Maybe she's doing better that Warren Buffett and her holdings aren't the duds as Jill & Mark's comments seem to imply. My point is holding stocks isn't necessarily something that needs to change. It really depends on what the holdings are.
I also wonder if those brokerage holdings are paying her dividend income that she's been paying taxes on year after year, or simply unrealised capital gains?
Living of parent’s future money great
Love the video interviews
Consolidate into the s&p 5oo thats it.
Great content, thank you
A little less banter at the start of your shows though😊
trader joes is useless? Get this guy out of here, what a joke
love ya both...p.s. fix the compound emails; the link to Jill on Money no funciona
We live in a tech world/society and that trend will continue. Make sure you have enough US tech in your portfolio. Regular core indexes or funds are not enough. VUG, VONG, QQQ are all wonderful choices.
chill and buy VT and dont chase hype
@@Username_CC_ Hype for the past 15 years and counting? LOL.
Boogleheads 3 or 4 fund portfolios will simplify your investments. Just pick core equity and bond holdings plus a money market fund for your cash. Cash is not Trash LOL
im 30 but ill date the caller XD