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One of My Clients Told Me Where It Is
Episode: #178
Podcast Date: 8/30/2023
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It Will Take A Lot To Set Back a Good Plan
Episode: #179
Podcast Date: 8/30/2023
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Well, Within Reason
Episode: #179
Podcast Date: 8/30/2023
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Go Against The Grain and Take Social Security Early
Episode: #175
Podcast Date: 8/1/2023
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Basically Nothing
Episode: #177
Podcast Date: 8/1/2023
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Whatever Works For You is Fine With Us
Episode: #176
Podcast Date: 8/1/2023
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People That Want To Track Their Expenses
Episode: #172
Podcast Date: 7/24/2023
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Sometimes Just Leave It Alone
Episode: #173
Podcast Date: 7/24/2023
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How Am I Allocated and Why
Episode: #174
Podcast Date: 7/24/2023
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How I have Done It over the Years
Episode: #170
Podcast Date: 6/30/2023
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This Might Be a Better Use of Your Money
Episode: #169
Podcast Date: 6/30/2023
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Things Simply May Not Work Out as Planned
Episode: #171
Podcast Date: 6/30/2023
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It Could Be Yours
Episode: #167
Podcast Date: 6/20/2023
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Expecting Lower Returns – Low Fees Matter More
Episode: #166
Podcast Date: 6/20/2023
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Sometimes That is Exactly What I Want
Episode: #168
Podcast Date: 6/20/2023
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The world gets a little crazy…
Episode: #130
Podcast Date: 11/25/2022
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Are you concerned about being a burden?
Episode: #129
Podcast Date: 11/25/2022
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Comparing Two Inflation Situations
Episode: #128
Podcast Date: 10/24/2022
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all treats, no tricks!
Episode: #129
Podcast Date: 11/15/2022
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The Unexpected Will Happen
Episode: #130
Podcast Date: 11/15/2022
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Field report from Jason Lynch
Bogleheads.org
2022 Agenda
William Sharpe’s, The Arithmetic of Active Management
Market-timing chart
Episode: #126
Podcast Date: 10/24/2022
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Investors of All Types Index
Episode: #125
Podcast Date: 10/24/2022
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What Really Makes the Market Go Up or Down Each Day
Episode: #124
Podcast Date: 10/24/2022
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Field report from Jason Lynch
Episode: #128
Podcast Date: 10/24/2022
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Field report from Jason Lynch
Episode: #127
Podcast Date: 10/24/2022
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Compounding, Anyone?
Episode: #123
Podcast Date: 09/30/2022
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A focus on the VWRA using a common investor challenge
Episode: #122
Podcast Date: 09/27/2022
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Are You Responding Like You Thought You Would?
Episode: #121
Podcast Date: 09/20/2022
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For Me, I Feel Better About My Financial Future Since I Took up Swimming
Episode: #120
Podcast Date: 09/20/2022
View Details
As in Many Things, A Big Factor in Investing
Episode: #116
Podcast Date: 08/24/2022
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An Example of Exactly What Markets Do
Episode: #119
Podcast Date: 08/24/2022
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Pros and Cons
Episode: #118
Podcast Date: 08/24/2022
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Understand Your Shortcomings
Episode: #117
Podcast Date: 08/24/2022
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Evaluate Your Investments The Right Way
Episode: #113
Podcast Date: 08/24/2022
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A Very Good Match?
Episode: #115
Podcast Date: 08/24/2022
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How Would This Affect Our Recommendations
Episode: #114
Podcast Date: 08/24/2022
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What Should You Use?
Episode: #111
Podcast Date: 08/1/2022
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Accounts and Amounts for College
Episode: #112
Podcast Date: 08/1/2022
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Unless the have another sell off and go lower
Episode: #110
Podcast Date: 08/1/2022
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Be Honest With Yourself
Episode: #108
Podcast Date: 07/22/2022
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There Still There For You
Episode: #109
Podcast Date: 07/22/2022
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Good Luck With That
Episode: #109
Podcast Date: 07/22/2022
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Go For It
Episode: #107
Podcast Date: 07/6/2022
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Some Recent Great Examples
Episode: #105
Podcast Date: 7/6/2022
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Not If You Have Your Own Plan
Episode: #106
Podcast Date: 07/6/2022
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Rob and Mark talk about many things. Several are about being an expat. Here is the link:
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In Girls U12 Soccer
Episode: #101
Podcast Date: 06/13/2022
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You Could Do It If You Expect A Precise Plan
Episode: #103
Podcast Date: 06/13/2022
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It Is Not Necessary to Focus on Dividends
Episode: #102
Podcast Date: 06/13/2022
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If you Stick With It
Episode: #100
Podcast Date: 06/10/2022
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120 Years?
Episode: #96
Podcast Date: 05/23/2022
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It is a nuisance for some – a serious matter for others
Episode: #97
Podcast Date: 05/23/2022
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It Has Its Advantages
Episode: #99
Podcast Date: 05/23/2022
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Planning for the Worst
Episode: #98
Podcast Date: 05/23/2022
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How Busy Is My Email Inbox and Books You Could Read
Episode: #95
Podcast Date: 05/10/2022
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When To See An Investment
Episode: #94
Podcast Date: 05/10/2022
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Hey, It Helps Us Enjoy Our Work!
Episode: #92
Podcast Date: 04/25/2022
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For The Mid and Long Term Investor
Episode: #93
Podcast Date: 04/25/2022
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Hey, It Helps Us Enjoy Our Work!
Episode: #92
Podcast Date: 04/25/2022
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For The Mid and Long Term Investor
Episode: #93
Podcast Date: 04/25/2022
View Details
What Percent Will You Use and Why Does PlanVision Use 3%
Episode: #88
Podcast Date: 04/19/2022
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If Your Plan is Good, Leave it Alone
Episode: #90
Podcast Date: 04/19/2022
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Basics and Do They make Sense?
Episode: #91
Podcast Date: 04/19/2022
View Details
What Percent Will You Use and Why Does PlanVision Use 3%
Episode: #88
Podcast Date: 04/19/2022
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If Your Plan is Good, Leave it Alone
Episode: #90
Podcast Date: 04/19/2022
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Basics and Do They make Sense?
Episode: #91
Podcast Date: 04/19/2022
View Details
It’s A Simple Approach
Episode: #87
Podcast Date: 04/4/2022
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Not Difficult – Stock To Your Allocation
Episode: #87
Podcast Date: 04/4/202
View Details
When More Diversification Makes You Less Diversified
Episode: #87
Podcast Date: 04/4/2022
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Not Difficult – Stock To Your Allocation
Episode: #87
Podcast Date: 04/4/202
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It’s A Simple Approach
Episode: #87
Podcast Date: 04/4/2022
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Getting The Credit You Deserve
Episode: #86
Podcast Date: 04/4/2022
View Details
When More Diversification Makes You Less Diversified
Episode: #87
Podcast Date: 04/4/2022
View Details
Getting The Credit You Deserve
Episode: #86
Podcast Date: 04/4/2022
View Details
How Badly Do You Want It
Episode: #84
Podcast Date: 03/09/2022
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How Badly Do You Want It
Episode: #84
Podcast Date: 03/09/2022
View Details
Adapt To The Changes You Are Presented With
Episode: #85
Podcast Date: 03/09/2022
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Adapt To The Changes You Are Presented With
Episode: #85
Podcast Date: 03/09/2022
View Details
There’s Goes One – And Another One…
Episode: #83
Podcast Date: 03/09/2022
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There’s Goes One – And Another One…
Episode: #83
Podcast Date: 03/09/2022
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Is it a good idea?
Episode: #82
Podcast Date: 2/22/2022
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Is it a good idea?
Episode: #82
Podcast Date: 2/22/2022
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It is the best thing ever?
Episode: #80
Podcast Date: 2/16/2022
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Don’t Get Carried Away.
Episode: #81
Podcast Date: 2/16/2022
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It is the best thing ever?
Episode: #80
Podcast Date: 2/16/2022
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Don’t Get Carried Away.
Episode: #81
Podcast Date: 2/16/2022
View Details
What picture is on the box?
Episode: #76
Podcast Date: 1/31/22
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Why is it so complicated? or is it?
Episode: #77
Podcast Date: 1/31/22
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What are the guarantees worth?
Episode: #79
Podcast Date: 1/31/22
View Details
What picture is on the box?
Episode: #76
Podcast Date: 1/31/22
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When do you change you plans?
Episode: #78
Podcast Date: 1/31/22
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Why is it so complicated? or is it?
Episode: #77
Podcast Date: 1/31/22
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When do you change you plans?
Episode: #78
Podcast Date: 1/31/22
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What are the guarantees worth?
Episode: #79
Podcast Date: 1/31/22
View Details
What is your Investment Personality
Podcast Episode: #74
Podcast Date: 1/18/22
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They’re coming in HOT
Podcast Episode: #75
Podcast Date: 1/18/22
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They’re coming in HOT
Podcast Episode: #75
Podcast Date: 1/18/22
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What is your Investment Personality
Podcast Episode: #74
Podcast Date: 1/18/22
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Jason talks about doing your taxes on your own, with software, or using a service. What if you are a business?
Podcast Episode: #73
Podcast Date: 1/13/22
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Jason talks about doing your taxes on your own, with software, or using a service. What if you are a business?
Podcast Episode: #73
Podcast Date: 1/13/22
View Details
Do you know YNAB?
Podcast Episode: #72
Podcast Date: 12/13/2021
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Do you know YNAB?
Podcast Episode: #72
Podcast Date: 12/13/2021
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Head for the hills, or don’t
Podcast Episode: #71
Podcast Date: 12/2/2021
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Head for the hills, or don’t
Podcast Episode: #71
Podcast Date: 12/2/2021
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Do you feel like rolling the dice?
Podcast Episode: #70
Podcast Date: 12/2/2021
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Do you feel like rolling the dice?
Podcast Episode: #70
Podcast Date: 12/2/2021
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This is a complicated question.
Podcast Episode: #69
Podcast Date: 12/2/2021
View Details
This is a complicated question.
Podcast Episode: #69
Podcast Date: 12/2/2021
View Details
Mark interview Nick from Vanguard about the Vanguard experience.
Podcast Episode: #68
Podcast Date: 11/25/2021
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Mark interview Nick from Vanguard about the Vanguard experience.
Podcast Episode: #68
Podcast Date: 11/25/2021
View Details
Invest When You Have The Money – Not When Things are “Normal”
Podcast Episode: #67
Podcast Date: 111/16/2021
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Invest When You Have The Money – Not When Things are “Normal”
Podcast Episode: #67
Podcast Date: 111/16/2021
View Details
Financially Successful Retirees Should Enjoy Their Lives Regardless of How the Markets Perform
Podcast Episode: #67
Podcast Date: 11/16/2021
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Financially Successful Retirees Should Enjoy Their Lives Regardless of How the Markets Perform
Podcast Episode: #67
Podcast Date: 11/16/2021
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It’s Not Easy, But It Can be Done
Podcast Episode: #66
Podcast Date: 111/16/2021
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It’s Not Easy, But It Can be Done
Podcast Episode: #66
Podcast Date: 111/16/2021
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Timing considerations when buying stock
Podcast Episode: #65
Podcast Date: 111/11/2021
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Things to know about iBonds
Podcast Episode: #64
Podcast Date: 111/11/2021
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Things to know about iBonds
Podcast Episode: #64
Podcast Date: 111/11/2021
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Timing considerations when buying stock
Podcast Episode: #65
Podcast Date: 111/11/2021
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Cash In or Let it Ride
Podcast Episode: #63
Podcast Date: 10/20/2021
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Targets to Save While Still Enjoying Yourself
Podcast Episode: #62
Podcast Date: 10/20/2021
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You Can Do This
Podcast Episode: #61
Podcast Date: 10/20/2021
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You Can Do This
Podcast Episode: #61
Podcast Date: 10/20/2021
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Targets to Save While Still Enjoying Yourself
Podcast Episode: #62
Podcast Date: 10/20/2021
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Cash In or Let it Ride
Podcast Episode: #63
Podcast Date: 10/20/2021
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Who Are These People
Podcast Episode: #60
Podcast Date: 10/4/2021
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Who Are These People
Podcast Episode: #59
Podcast Date: 10/4/2021
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Who Are These People
Podcast Episode: #59
Podcast Date: 10/4/2021
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Investing Keeps Getting Simpler
Podcast Episode: #58
Podcast Date: 10/4/2021
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Who Are These People
Podcast Episode: #60
Podcast Date: 10/4/2021
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Investing Keeps Getting Simpler
Podcast Episode: #58
Podcast Date: 10/4/2021
View Details
Who Are These People
Podcast Episode: #60
Podcast Date: 10/4/2021
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Who Are These People
Podcast Episode: #60
Podcast Date: 10/4/2021
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I Cover ALL these IMPORTANT Topics
Podcast Episode: #57
Podcast Date: 089/14/2021
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Did you see the unicorn run past? by Jason Lynch
Podcast Episode: #54
Podcast Date: 09/14/2021
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Losing Work Can Devastate Your Plan
Podcast Episode: #56
Podcast Date: 09/14/2021
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Losing Work Can Devastate Your Plan
Podcast Episode: #56
Podcast Date: 09/14/2021
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Just not too Conservative
Podcast Episode: #55
Podcast Date: 09/14/2021
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Did you see the unicorn run past? by Jason Lynch
Podcast Episode: #54
Podcast Date: 09/14/2021
View Details
I Cover ALL these IMPORTANT Topics
Podcast Episode: #57
Podcast Date: 089/14/2021
View Details
Just not too Conservative
Podcast Episode: #55
Podcast Date: 09/14/2021
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Is This OK? Is It A Good Strategy?
Podcast Episode: #53
Podcast Date: 08/25/2021
View Details
The Financial Media on A Weak Of Havoc in China
Podcast Episode: #51
Podcast Date: 08/25/2021
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YES!
Podcast Episode: #50
Podcast Date: 08/25/2021
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The Financial Media on A Weak Of Havoc in China
Podcast Episode: #51
Podcast Date: 08/25/2021
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The Simple Way to Manage It
Podcast Episode: #52
Podcast Date: 08/25/2021
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Is This OK? Is It A Good Strategy?
Podcast Episode: #53
Podcast Date: 08/25/2021
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YES!
Podcast Episode: #50
Podcast Date: 08/25/2021
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The Simple Way to Manage It
Podcast Episode: #52
Podcast Date: 08/25/2021
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Don’t Overlook The Stable Value or Fixed Interest Account
Podcast Episode: #49
Podcast Date: 08/2/2021
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Can You Do It To Improve Your Plan?
Podcast Episode: #47
Podcast Date: 08/2/2021
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Don’t Overlook The Stable Value or Fixed Interest Account
Podcast Episode: #49
Podcast Date: 08/2/2021
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Really, We Don’t
Podcast Episode: #48
Podcast Date: 08/2/2021
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Really, We Don’t
Podcast Episode: #48
Podcast Date: 08/2/2021
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Can You Do It To Improve Your Plan?
Podcast Episode: #47
Podcast Date: 08/2/2021
View Details
It Is Not Unusual To Be Uncertain About Where You Will Retire
Podcast Episode: #44
Podcast Date: 07/13/21
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Some Tips If You Cannot Leave Your Portfolio Alone
Podcast Episode: #46
Podcast Date: 07/13/21
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Our Breakdown of How Much People Spend By Geography
Podcast Episode: #45
Podcast Date: 07/13/21
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Some Tips If You Cannot Leave Your Portfolio Alone
Podcast Episode: #46
Podcast Date: 07/13/21
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Our Breakdown of How Much People Spend By Geography
Podcast Episode: #45
Podcast Date: 07/13/21
View Details
It Is Not Unusual To Be Uncertain About Where You Will Retire
Podcast Episode: #44
Podcast Date: 07/13/21
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Americans abroad can consider this strategy.
Podcast Episode: #37
Podcast Date: 05/28/21
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Americans abroad can consider this strategy.
Podcast Episode: #30
Podcast Date: 04/14/21
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Americans abroad can consider this strategy.
Podcast Episode: #33
Podcast Date: 04/22/21
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Americans abroad can consider this strategy.
Podcast Episode: #38
Podcast Date: 06/18/21
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Americans abroad can consider this strategy.
Podcast Episode: #29
Podcast Date: 04/19/21
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Americans abroad can consider this strategy.
Podcast Episode: #24
Podcast Date: 03/29/21
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Americans abroad can consider this strategy.
Podcast Episode: #40
Podcast Date: 06/18/21
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Americans abroad can consider this strategy.
Podcast Episode: #39
Podcast Date: 06/18/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #28
Podcast Date: 04/19/21
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Americans abroad can consider this strategy.
Podcast Episode: #37
Podcast Date: 05/28/21
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Americans abroad can consider this strategy.
Podcast Episode: #27
Podcast Date: 04/19/21
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Americans abroad can consider this strategy.
Podcast Episode: #36
Podcast Date: 05/28/21
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Americans abroad can consider this strategy.
Podcast Episode: #42
Podcast Date: 07/02/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #28
Podcast Date: 04/19/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #27
Podcast Date: 04/19/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #38
Podcast Date: 06/18/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #39
Podcast Date: 06/18/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #24
Podcast Date: 03/29/21
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Americans abroad can consider this strategy.
Podcast Episode: #22
Podcast Date: 03/29/21
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Americans abroad can consider this strategy.
Podcast Episode: #26
Podcast Date: 04/19/21
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Americans abroad can consider this strategy.
Podcast Episode: #26
Podcast Date: 04/19/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #41
Podcast Date: 07/02/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #32
Podcast Date: 04/22/21
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Americans abroad can consider this strategy.
Podcast Episode: #43
Podcast Date: 07/02/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #34
Podcast Date: 05/10/21
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Americans abroad can consider this strategy.
Podcast Episode: #35
Podcast Date: 05/28/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #32
Podcast Date: 04/22/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #34
Podcast Date: 05/10/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #33
Podcast Date: 04/22/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #31
Podcast Date: 04/22/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #41
Podcast Date: 07/02/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #30
Podcast Date: 04/14/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #25
Podcast Date: 03/29/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #35
Podcast Date: 05/28/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #36
Podcast Date: 05/28/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #29
Podcast Date: 04/19/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #40
Podcast Date: 06/18/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #23
Podcast Date: 03/29/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #21
Podcast Date: 03/17/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #43
Podcast Date: 07/02/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #31
Podcast Date: 04/22/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #21
Podcast Date: 03/17/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #23
Podcast Date: 03/29/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #25
Podcast Date: 03/29/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #42
Podcast Date: 07/02/21
View Details
Letdowns Can Be Hard To Avoid
Podcast Episode: #20
Podcast Date: 03/09/21
View Details
Letdowns Can Be Hard To Avoid
Podcast Episode: #20
Podcast Date: 03/09/21
View Details
Retirement Is A BIG Leap
Podcast Episode: #19
Podcast Date: 03/09/21
View Details
Retirement Is A BIG Leap
Podcast Episode: #19
Podcast Date: 03/09/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #18
Podcast Date: 03/09/21
View Details
Americans abroad can consider this strategy.
Podcast Episode: #18
Podcast Date: 03/09/21
View Details
Would PlanVision Actually Recommend Bitcoin?
Podcast Episode: #1
Podcast Date: 01/11/21
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Allocate by Category
Podcast Episode: #3
Podcast Date: 01/11/21
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Sometimes It Does Make Sense.
Podcast Episode: #5
Podcast Date: 01/18/21
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Sometimes It Does Make Sense.
Podcast Episode: #5
Podcast Date: 01/18/21
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What To Expect From These In The Future.
Podcast Episode: #8
Podcast Date: 01/25/21
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This Will Be a Lifesaver for Many.
Podcast Episode: #13
Podcast Date: 02/17/21
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Or Asset Allocation Misery
Podcast Episode: #2
Podcast Date: 01/11/21
View Details
We Don’t Do Optimal.
Podcast Episode: #10
Podcast Date: 01/27/21
View Details
Are your Investments Really “Performing Well”?
Podcast Episode: #6
Podcast Date: 01/18/21
View Details
Would PlanVision Actually Recommend Bitcoin?
Podcast Episode: #1
Podcast Date: 01/11/21
View Details
Or Asset Allocation Misery
Podcast Episode: #2
Podcast Date: 01/11/21
View Details
We Don’t Do Optimal.
Podcast Episode: #10
Podcast Date: 01/27/21
View Details
Allocate by Category
Podcast Episode: #3
Podcast Date: 01/11/21
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How I Consider Property In an Investment Portfolio.
Podcast Episode: #15
Podcast Date: 02/17/21
View Details
Check Out These New ETF’s for Euros.
Podcast Episode: #4
Podcast Date: 01/18/21
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Check Out These New ETF’s for Euros.
Podcast Episode: #4
Podcast Date: 01/18/21
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How I Consider Property In an Investment Portfolio.
Podcast Episode: #15
Podcast Date: 02/17/21
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Will you need a good hat to find it?
Podcast Episode: #16
Podcast Date: 02/22/21
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Mark and Stu Brown talk about recent events that made the news.
Podcast Episode: #17
Podcast Date: 02/22/21
View Details
Are your Investments Really “Performing Well”?
Podcast Episode: #6
Podcast Date: 01/18/21
View Details
Don’t Compete With Someone Else’s Investments.
Podcast Episode: #7
Podcast Date: 01/25/21
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Just Get Invested.
Podcast Episode: #9
Podcast Date: 01/27/21
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Test Yourself To See How You Will Invest In The Worst of Times.
Podcast Episode: #12
Podcast Date: 02/03/21
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Test Yourself To See How You Will Invest In The Worst of Times.
Podcast Episode: #12
Podcast Date: 02/03/21
View Details
Gets My Circulation Going To Discuss This!
Podcast Episode: #11
Podcast Date: 02/03/21
View Details
Don’t Be Naive About How To Get Passive Income.
Podcast Episode: #14
Podcast Date: 02/17/21
View Details
Gets My Circulation Going To Discuss This!
Podcast Episode: #11
Podcast Date: 02/03/21
View Details
Mark and Stu Brown talk about recent events that made the news.
Podcast Episode: #17
Podcast Date: 02/22/21
View Details
This Will Be a Lifesaver for Many.
Podcast Episode: #13
Podcast Date: 02/17/21
View Details
Don’t Be Naive About How To Get Passive Income.
Podcast Episode: #14
Podcast Date: 02/17/21
View Details
Will you need a good hat to find it?
Podcast Episode: #16
Podcast Date: 02/22/21
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Don’t Compete With Someone Else’s Investments.
Podcast Episode: #7
Podcast Date: 01/25/21
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What To Expect From These In The Future.
Podcast Episode: #8
Podcast Date: 01/25/21
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Just Get Invested.
Podcast Episode: #9
Podcast Date: 01/27/21
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Jason talks about taxes, Tis the season…
After the interview, Jason wanted to clarify as follows:
“During the Podcast #15 Taxes with Jason Lynch (3/19/20), I want to clarify that excess short-term capital losses and long-term capital Losses do retain their character as either short-term or long-term when carried forward to subsequent years.”
Podcast Date: 03/19/20
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Jamie’s contact information is here: https://www.taxadvisorypartnership.com/about-us/jamie-favell/
1:00 Background
2:20 Expat Filing Requirements
5:00 Real Estate Rules
7:20 Brit Pensions
9:20 Returning Home
13:50 SIPPs and ISAs
15:20 Estate taxes
Podcast Date: 04/16/20
View Details
Jason talks about taxes, Tis the season…
After the interview, Jason wanted to clarify as follows:
“During the Podcast #15 Taxes with Jason Lynch (3/19/20), I want to clarify that excess short-term capital losses and long-term capital Losses do retain their character as either short-term or long-term when carried forward to subsequent years.”
Podcast Date: 03/19/20
View Details
Will Your Research Pay Off For You?
Podcast Date: 07/16/20
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Nice Little Pension You Have There…
Podcast Date: 11/16/20
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Simplifying-Your-Mix.
Podcast Date: UNKNOWN DATE
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Selecting investment currency.
Podcast Date: 02/06/20
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Don’t track your investments.
Podcast Date: 04/16/20
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Should you withdraw your money when things are bad?
Podcast Date: 06/26/20
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Should They Change Your Plans?
Podcast Date: 08/03/20
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Expats… Stop Worrying About the Price and Get Invested.
Podcast Date: 04/20/20
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How Retiring Early Can Improve Your Life.
Podcast Date: 06/26/20
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Mark and Jason talk about capital gains.
Podcast Date: 09/08/20
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What is the Mega Backdoor Roth IRA? Can You Do It?
Podcast Date: 08/06/20
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The Benefits of the Roth IRA.
Podcast Date: 08/06/20
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Might Be Better to Find Common Ground.
Podcast Date: 08/26/40
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You Might Have to Modify Your Expectations.
Podcast Date: 09/09/20
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Please Don’t Send Me Articles About Market Performance.
Podcast Date: 03/05/20
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Please Do Not Pay Attention to the Price When Investing.
Podcast Date: 02/06/20
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Ideas on How Expats Can Save For Their Childrens’ Education
Podcast Date: 10/06/20
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Thinking about moving to a new location?
Podcast Date: 01/17/21
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Mark talks with Bruce Gallie about funding your account while in Japan.
Podcast Date: 05/03/20
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Don’t track your investments.
Podcast Date: 04/16/20
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How simple should it really be?
Podcast Date: 05/06/20
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Stop Pursuing the Perfect Asset Allocation.
Podcast Date: 06/17/20
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axes Matter – But The Shouldn’t Drive Your Investment Decisions.
Podcast Date: 08/13/20
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Mark talks with Bruce Gallie about funding your account while in Japan.
Podcast Date: 05/03/20
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Possible Changes From This Year.
Podcast Date: 10/6/20
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Other Impacts of This Development.
Podcast Date: 03/17/20
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Don’t Worry About the Stock Markets – Focus on Your Financial Health.
Podcast Date: 04/03/20
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Thinking about moving to a new location?
Podcast Date: 01/17/21
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Are You In A Bad Relationship?
Podcast Date: 12/07/20
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Keep Perspective on These.
Podcast Date: 02/06/20
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I Am Going To Go Conservative.
Podcast Date: 07/16/20
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HSA Overview with Jason Lynch.
Podcast Date: 08/04/20
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Other Impacts of This Development.
Podcast Date: 03/17/20
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What My Three Hedge Fund Managers Think of Indexing.
Podcast Date: 03/05/20
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Stop Paying Attention To Market Indicators.
Podcast Date: 02/19/20
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Don’t Worry About the Stock Markets – Focus on Your Financial Health.
Podcast Date: 04/03/20
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Should you invest where you live?
Podcast Date: 01/17/20
View Details
Stop Paying Attention To Market Indicators.
Podcast Date: 02/19/20
View Details
Should You Use the Pre-tax or Roth Option for Your Company Plan?
Podcast Date: 08/06/20
View Details
What is the Mega Backdoor Roth IRA? Can You Do It?
Podcast Date: 08/06/20
View Details
How do people live off their investments?
Podcast Date: 01/21/20
View Details
Mark and Jason talk about capital gains.
Podcast Date: 09/08/20
View Details
I Can’t Imagine Better Evidence of the Difficulty in Predicting the Markets.
Podcast Date: 08/03/20
View Details
How Retiring Early Can Improve Your Life.
Podcast Date: 06/26/20
View Details
Please Do Not Pay Attention to the Price When Investing.
Podcast Date: 02/06/20
View Details
Please Don’t Send Me Articles About Market Performance.
Podcast Date: 03/05/20
View Details
You Might Have to Modify Your Expectations.
Podcast Date: 09/09/20
View Details
Let Them Invest How They Want.
Podcast Date: 09/28/20
View Details
Might Be Better to Find Common Ground.
Podcast Date: 08/26/40
View Details
Are bonds still a good idea?
Podcast Date: 06/11/20
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How can the ACA and Roth Rules affect your tax situation?
Podcast Date: 03/05/20
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Jason Lynch Introduction.
Podcast Date: 02/06/20
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The Benefits of the Roth IRA.
Podcast Date: 08/06/20
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How and When to do the Backdoor Roth IRA.
Podcast Date: 08/06/20
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To what are You entitled?
Podcast Date: 12/07/20
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Is it a good time to refi your mortgage? Everybody’s doing it. How do you know if it is a good idea? You should talk to Erin if you want to see. erin.kline@alerus.com
Podcast Date: 12/03/20
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This Can Get Awkward and Tense.
Podcast Date: 09/28/20
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Thinking About Debt and My Investments.
Podcast Date: 07/16/20
View Details
Will Your Research Pay Off For You?
Podcast Date: 07/16/20
View Details
To what are You entitled?
Podcast Date: 12/07/20
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You Think You Invested in a Bad Product? Check This One Out!
Podcast Date: 08/13/20
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Either Or Is Fine – We Don’t Know The Future.
Podcast Date: 08/03/20
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How I Cost Myself $500 Selling My Car.
Podcast Date: 03/05/20
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There May Not be a “Right” Decision with Personal Finance.
Podcast Date: 08/26/20
View Details
Mark talks with Scott Becker about Wills with Benefits and Business Law Advisors https://www.benebuslaw.com
Podcast Date: 11/04/20
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Mark and Rob have a conversation about many topics, Blogging, Markets, the Future…
Podcast Date: 04/08/20
View Details
Invest in a Bond Fund or Cash.
1:35 When should You Buy a Home
3:30 Accumulating ETFs vs Distributing ETFs
5:00 When to take Social Security
6:20 Municipal Bond Funds
Podcast Date: 04/23/20
View Details
Can We Just Be Done With It?
Podcast Date: 10/29/20
View Details
I Can’t Imagine Better Evidence of the Difficulty in Predicting the Markets.
Podcast Date: 08/03/20
View Details
Nice Little Pension You Have There…
Podcast Date: 11/16/20
View Details
Got Money? Don’t Sit On It.
Podcast Date: 10/29/20
View Details
This Can Get Awkward and Tense.
Podcast Date: 09/28/20
View Details
Is it a good time to refi your mortgage? Everybody’s doing it. How do you know if it is a good idea? You should talk to Erin if you want to see. erin.kline@alerus.com
Podcast Date: 12/03/20
View Details
Or They Make Perfect Sense.
Podcast Date: 06/11/20
View Details
How do people live off their investments?
Podcast Date: 01/21/20
View Details
Should You Use the Pre-tax or Roth Option for Your Company Plan?
Podcast Date: 08/06/20
View Details
How and When to do the Backdoor Roth IRA.
Podcast Date: 08/06/20
View Details
I Am Going To Go Conservative.
Podcast Date: 07/16/20
View Details
Jason Lynch Introduction.
Podcast Date: 02/06/20
View Details
How can the ACA and Roth Rules affect your tax situation?
Podcast Date: 03/05/20
View Details
Jamie’s contact information is here: https://www.taxadvisorypartnership.com/about-us/jamie-favell/
1:00 Background
2:20 Expat Filing Requirements
5:00 Real Estate Rules
7:20 Brit Pensions
9:20 Returning Home
13:50 SIPPs and ISAs
15:20 Estate taxes
Podcast Date: 04/16/20
View Details
Let Them Invest How They Want.
Podcast Date: 09/28/20
View Details
Are You In A Bad Relationship?
Podcast Date: 12/07/20
View Details
Selecting investment currency.
Podcast Date: 02/06/20
View Details
Stop Pursuing the Perfect Asset Allocation.
Podcast Date: 06/17/20
View Details
Should you invest where you live?
Podcast Date: 01/17/20
View Details
axes Matter – But The Shouldn’t Drive Your Investment Decisions.
Podcast Date: 08/13/20
View Details
How simple should it really be?
Podcast Date: 05/06/20
View Details
Are bonds still a good idea?
Podcast Date: 06/11/20
View Details
Simplifying-Your-Mix.
Podcast Date: UNKNOWN DATE
View Details
A Brief Checklist of Important Considerations.
Podcast Date: 09/28/20
View Details
Can We Just Be Done With It?
Podcast Date: 10/29/20
View Details
Thinking About Debt and My Investments.
Podcast Date: 07/16/20
View Details
What My Three Hedge Fund Managers Think of Indexing.
Podcast Date: 03/05/20
View Details
Either Or Is Fine – We Don’t Know The Future.
Podcast Date: 08/03/20
View Details
Understand Why Even Really Good Plans Might Fail.
Podcast Date: 08/03/20
View Details
Did I Hear You Say You Want to Rent a Houseboat?
Podcast Date: 09/09/20
View Details
A Brief Checklist of Important Considerations.
Podcast Date: 09/28/20
View Details
Should you withdraw your money when things are bad?
Podcast Date: 06/26/20
View Details
HSA Overview with Jason Lynch.
Podcast Date: 08/04/20
View Details
Keep Perspective on These.
Podcast Date: 02/06/20
View Details
Does It Help or Hurt Them?
Podcast Date: 10/06/20
View Details
Should They Change Your Plans?
Podcast Date: 08/03/20
View Details
Possible Changes From This Year.
Podcast Date: 10/6/20
View Details
Did I Hear You Say You Want to Rent a Houseboat?
Podcast Date: 09/09/20
View Details
Understand Why Even Really Good Plans Might Fail.
Podcast Date: 08/03/20
View Details
Mark and Rob have a conversation about many topics, Blogging, Markets, the Future…
Podcast Date: 04/08/20
View Details
Mark talks with Scott Becker about Wills with Benefits and Business Law Advisors https://www.benebuslaw.com
Podcast Date: 11/04/20
View Details
There May Not be a “Right” Decision with Personal Finance.
Podcast Date: 08/26/20
View Details
Got Money? Don’t Sit On It.
Podcast Date: 10/29/20
View Details
Or They Make Perfect Sense.
Podcast Date: 06/11/20
View Details
Invest in a Bond Fund or Cash.
1:35 When should You Buy a Home
3:30 Accumulating ETFs vs Distributing ETFs
5:00 When to take Social Security
6:20 Municipal Bond Funds
Podcast Date: 04/23/20
View Details
Ideas on How Expats Can Save For Their Childrens’ Education
Podcast Date: 10/06/20
View Details
Does It Help or Hurt Them?
Podcast Date: 10/06/20
View Details
Expats… Stop Worrying About the Price and Get Invested.
Podcast Date: 04/20/20
View Details
How I Cost Myself $500 Selling My Car.
Podcast Date: 03/05/20
View Details
You Think You Invested in a Bad Product? Check This One Out!
Podcast Date: 08/13/20
View Details
My thoughts on a very frequent question from my clients – especially expats.
Podcast Date: 08/26/19
View Details
Using A TDF Is The Best Investment Decision I Have Made.
Podcast Date: 11/08/19
View Details
The idea that you can safely withdraw 4% out of your investment portfolio is too risky for me.
Podcast Date: 10/11/19
View Details
Claiming Social Security early might result in less money in the long run. But for many it’s the right decision. You have to look past the numbers.
Podcast Date: 08/13/19
View Details
Too Much Fuss is made over RMD’s.
Podcast Date: 12/10/19
View Details
How My Brother Opened My Eyes To The Role of Ego in Investing.
Podcast Date: 11/08/19
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You say you don’t believe in market timing but is that true?
Podcast Date: 08/13/19
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I never have but that doesn’t mean that you can’t.
Podcast Date: 10/10/19
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Perspectives on preparing for the future.
Podcast Date: 08/02/19
View Details
Evaluate Your Process – Not Your Results.
Podcast Date: 12/10/19
View Details
The idea that you can safely withdraw 4% out of your investment portfolio is too risky for me.
Podcast Date: 10/11/19
View Details
I never have but that doesn’t mean that you can’t.
Podcast Date: 10/10/19
View Details
Don’t Hold On To Your Investments Just Because They Have Lost Money
Podcast Date: 11/8/19
View Details
You say you don’t believe in market timing but is that true?
Podcast Date: 08/13/19
View Details
It really is easy – and you may already be prepared.
Podcast Date: 09/25/19
View Details
Just worry about the fees and diversification.
Podcast Date: 10/23/19
View Details
Perspectives on preparing for the future.
Podcast Date: 08/02/19
View Details
They Happen All The Time – Get Over It.
Podcast Date: 12/10/19
View Details
Some Thoughts For Those That Have Been Burned On Their Investments.
Podcast Date: 11/21/19
View Details
There are many things you could invest in, but I discuss all you need to invest in.
Podcast Date: 09/25/19
View Details
Should You Lump Sum or Invest Over Time?
Podcast Date: 10/23/19
View Details
There are some good guidelines, but no precise answer to this important question.
Podcast Date: 09/25/19
View Details
The evolution of my approach to investing and how I think of my future.
Podcast Date: 08/26/19
View Details
There are some good guidelines, but no precise answer to this important question.
Podcast Date: 09/25/19
View Details
Some Thoughts For Those That Have Been Burned On Their Investments.
Podcast Date: 11/21/19
View Details
Too Much Fuss is made over RMD’s.
Podcast Date: 12/10/19
View Details
Guarantees and What Actually Will Happen
Podcast Date: 12/10/19
View Details
Do you trust the Markets? You better!
Podcast Date: 09/03/19
View Details
How should you invest when saving for a property? Go boring!
Podcast Date: 09/03/19
View Details
Using A TDF Is The Best Investment Decision I Have Made.
Podcast Date: 11/08/19
View Details
Why I Need to Change The PlanVision Slogan.
Podcast Date: 11/08/19
View Details
Please Be Careful With Your Investments as You Get Close To Retirement.
Podcast Date: 11/21/19
View Details
Do Roth conversions improve your finances in the long run?
Podcast Date: 10/11/19
View Details
The most common questions I currently receive on Interactive Brokers:
:23 Tax Issues for Non-Americans using IB?
1:01 Is IB difficult to use?
1:12 Joint or Individual Accounts
1:49 Approval Process
2:10 Logging in to Your Account
3:05 Funding Your Account
4:15 Base Currency
5:05 Accessing Your Money
5:24 Options for Dividends
Podcast Date: 08/26/19
View Details
My thoughts on why inflation is less a factor than many think.
Podcast Date: 09/25/19
View Details
My thoughts on a very frequent question from my clients – especially expats.
Podcast Date: 08/26/19
View Details
Guarantees and What Actually Will Happen
Podcast Date: 12/10/19
View Details
Please Be Careful With Your Investments as You Get Close To Retirement.
Podcast Date: 11/21/19
View Details
How My Brother Opened My Eyes To The Role of Ego in Investing.
Podcast Date: 11/08/19
View Details
The most common questions I currently receive on Interactive Brokers:
:23 Tax Issues for Non-Americans using IB?
1:01 Is IB difficult to use?
1:12 Joint or Individual Accounts
1:49 Approval Process
2:10 Logging in to Your Account
3:05 Funding Your Account
4:15 Base Currency
5:05 Accessing Your Money
5:24 Options for Dividends
Podcast Date: 08/26/19
View Details
Just worry about the fees and diversification.
Podcast Date: 10/23/19
View Details
My thoughts on why inflation is less a factor than many think.
Podcast Date: 09/25/19
View Details
Claiming Social Security early might result in less money in the long run. But for many it’s the right decision. You have to look past the numbers.
Podcast Date: 08/13/19
View Details
Evaluate Your Process – Not Your Results.
Podcast Date: 12/10/19
View Details
Do you trust the Markets? You better!
Podcast Date: 09/03/19
View Details
Why I Need to Change The PlanVision Slogan.
Podcast Date: 11/08/19
View Details
There are many things you could invest in, but I discuss all you need to invest in.
Podcast Date: 09/25/19
View Details
It really is easy – and you may already be prepared.
Podcast Date: 09/25/19
View Details
Don’t Hold On To Your Investments Just Because They Have Lost Money
Podcast Date: 11/8/19
View Details
The evolution of my approach to investing and how I think of my future.
Podcast Date: 08/26/19
View Details
I Am Not Interested, At All, In Market Data.
Podcast Date: 11/21/19
View Details
Should You Lump Sum or Invest Over Time?
Podcast Date: 10/23/19
View Details
They Happen All The Time – Get Over It.
Podcast Date: 12/10/19
View Details
Do Roth conversions improve your finances in the long run?
Podcast Date: 10/11/19
View Details
How should you invest when saving for a property? Go boring!
Podcast Date: 09/03/19
View Details
I Am Not Interested, At All, In Market Data.
Podcast Date: 11/21/19
View Details
Can investing really be as simple as the message we preach here at PlanVision?
Podcast Date: 09/30/19
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Sure. If It Works For You.
Podcast Date: 11/21/19
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Do you have too much or too little? You might have the right amount for your situation.
Podcast Date: 08/03/19
View Details
Sure. If It Works For You.
Podcast Date: 11/21/19
View Details
I explain why I use these return numbers for my planning projections.
Podcast Date: 10/11/19
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Can investing really be as simple as the message we preach here at PlanVision?
Podcast Date: 09/30/19
View Details
How I Consider Meaningful Changes in an Asset Allocation Plan.
Podcast Date: 10/24/19
View Details
Do you have too much or too little? You might have the right amount for your situation.
Podcast Date: 08/03/19
View Details
I try to simplify this dilemma for expats.
Podcast Date: 10/23/19
View Details
How I Consider Meaningful Changes in an Asset Allocation Plan.
Podcast Date: 10/24/19
View Details
I explain why I use these return numbers for my planning projections.
Podcast Date: 10/11/19
View Details
I try to simplify this dilemma for expats.
Podcast Date: 10/23/19
View Details
Mark and Christian talk about how they met and why they formed PlanVision.
Podcast Date: 01/01/19
View Details
Mark and Christian talk about how they met and why they formed PlanVision.
Podcast Date: 01/01/19
