In today’s episodes, Sean Mullaney, the FI Tax Guy answers questions from Mindy (and Carl).

Please note: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Mindy, Carl, and the Mindy On Money podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. 

• Is the stock market overvalued?
• What do you do if you have a high stock concentration?
• Donor advised funds!
• Sean's work

Links:

• Sean Mullaney: https://fitaxguy.com/
• Macrotrends: https://www.macrotrends.net/
• Simple Path To Wealth: https://amzn.to/4cwwUBy
• The Arithmetic of Active Management https://web.stanford.edu/~wfsharpe/art/active/active.htm
• Bogleheads conference: https://www.bogleheads.org/forum/viewtopic.php?t=429430
• Mindy on Money: https://www.mindyonmoney.com
• Mindy on Money facebook group: https://www.facebook.com/groups/mindyonmoney

  Thanks for listening!