In this Barry-Barry-nice episode, we address an email from "Mandy" about her transition to retirement.  We discuss minimizing the taxes with long-term capital gains rates, a proposed NTSX-based portfolio, preferred shares funds and how to think about setting your personal withdrawal rate in a flexible way that matches your actual expenses.

Links:  

NTSX-Based Portfolio Analyses:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Article re Preferred Shares Funds:   Preferred Stock ETFs: Taking A Closer Look At PFFD, PFFR, PSK | Seeking Alpha

PFFV Fund Page:  Variable Rate Preferred ETF (globalxetfs.com)

Risk Parity Radio YouTube Channel:  Risk Parity Radio - YouTube

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