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In this episode we answer emails from Julie T, Geordi and Justin. We discuss mechanisms for withdrawals from retirement portfolios, transitioning portfolios as you get close to retirement and the whys and hows of adding new investments to a portfolio.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
David Stein's Ten Questions to Master Investing for reference:
1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?
Support the show
By Frank Vasquez4.5
255255 ratings
In this episode we answer emails from Julie T, Geordi and Justin. We discuss mechanisms for withdrawals from retirement portfolios, transitioning portfolios as you get close to retirement and the whys and hows of adding new investments to a portfolio.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
David Stein's Ten Questions to Master Investing for reference:
1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?
Support the show

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