Nondelusional Investing: Recent Episodes
Mandeep Sohal
Today, we'll do a deep dive into the four percent rule - and why it should not be used for early retirees.
Today, we're going to be talking about the 2023 Medicare and Social Security Trust Fund Updates.
2023 Trustees Report: https://www.ssa.gov/OACT/TR/2023/tr2023.pdf
2023 Medicare Report (Hospital Insurance Trust Fund): https://www.cms.gov/oact/tr/2023
Medicare Projected Years to Exhaustion: https://www.healthaffairs.org/content/forefront/coming-crisis-medicare-trust-fund
Today, we'll be talking about the prevalence of the yacht-partying instagram millennial influencer.
Show Notes - Links Below:
Social Security Wage Statistics: https://www.ssa.gov/cgi-bin/netcomp.cgi?year=2021
Tangibles (Booklet): https://amzn.to/32PLB3x
Blog: https://tangiblesbook.wixsite.com/explore/my-blog
Post in written form: https://tangiblesbook.wixsite.com/explore/post/how-common-is-the-yacht-partying-instagram-millennial-influencer
Today, we'll be reviewing what the Nobel Prize winners, experts, PhD economists, and CEOs say about index funds.
Show Notes - Links Below:
Tangibles (Booklet): https://amzn.to/32PLB3x
Blog: https://tangiblesbook.wixsite.com/explore/my-blog
Nondelusional Investing now has a new, recurring segment called "The Tangibles Five." This segment is going to be, roughly, a 5 minute book review of books under the productivity, health, business, and finance genres. Today, we are going to be doing a review of the book “Deep Work” by Cal Newport.
Today, we'll be discussing the Backdoor Roth IRA.
Show Notes - Links Below:
Tangibles (Booklet): https://amzn.to/32PLB3x
Additional Rollover Options: https://www.whitecoatinvestor.com/backdoor-roth-ira-tutorial/
IRS Phase Out Limits: https://www.irs.gov/retirement-plans/amount-of-roth-ira-contributions-that-you-can-make-for-2023
AGI vs MAGI Article: https://turbotax.intuit.com/tax-tips/irs-tax-return/what-is-the-difference-between-agi-and-magi-on-your-taxes/L7kHckNS3.
Vanguard Backdoor Roth IRA Guide: https://www.physicianonfire.com/backdoor/
Article version of podcast episode: https://tangiblesbook.wixsite.com/explore/post/the-backdoor-roth-ira
Today, I'll be discussing how I personally invest.
Show Notes - Links Below:
Tangibles (Booklet): https://amzn.to/32PLB3x
Why VTSAX/FSKAX/SWTSX (YouTube video): https://www.youtube.com/watch?v=j4o1FME1H90&t=0m56s
Investment Ladder Graphic (Blog post): https://tangiblesbook.wixsite.com/explore/post/2023-contribution-limits-updates
Backdoor Roth IRA (Blog post): https://tangiblesbook.wixsite.com/explore/post/the-backdoor-roth-ira
Article version of this podcast episode: https://tangiblesbook.wixsite.com/explore/post/how-do-you-personally-invest
We will review Tax Loss Harvesting on today's episode. This is a strategy you may want to employ in a down market.
This is episode 4 of the "Nondelusional Investing" podcast series. Today's topic is "Why Cryptocurrency is NOT the Answer for Building Wealth." We'll be discussing why cryptocurrency does not fulfill the needs of the pharmacist investor.
This is episode 3 of the "Nondelusional Investing" podcast series. Today's topic is the "Series I Savings Bond." We'll be discussing an easy opportunity for earning stock market like guaranteed returns due to high inflation.
This is episode 2 of the "Nondelusional Investing" podcast series. Today's topic is "Common Mistakes Made by New Investors." We'll be discussing why stock-picking is a sub-optimal decision and briefly mention the efficient market hypothesis.
This is episode 1 of the "Nondelusional Investing" podcast series. Today's topic is the Schiller CAPE ratio and how it impacts our investing decisions.