Here are 8 action items I review at the end of each year. They help me make sure I'm not missing anything for 2022, and they prepare me for 2023.

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Must investors have multiple accounts. These may include 401(k) and 403(b) accounts, any number of IRAs, taxable accounts, and even HSAs. Multiple accounts raise an important question. Should you implement you replicate your asset allocation plan within each account or just make sure your portfolio as a whole matches your investment plan?

In this video will cover the following:
0:00 How to Invest With Multiple Accounts and Account Types
1:00 Simplicity
1:50 Investment Tracking Spreadsheet
2:30 Investment Options
3:15 Taxes--Asset Location
5:00 After-Tax Asset Allocation

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In this video I update my credit card rewards strategy, including our current balance we've accumulated just from credit cards. I also walk through a simple 3-card strategy you can use to generate on average 3% or more in cash back.

We'll also look at how one can build wealth with credit card rewards or improve spending outcomes in retirement.
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Credit Cards Mentioned in this Video
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Citi Double Cash: https://bit.ly/3SDoOwe
Chase Freedom Unlimited: https://bit.ly/3f7nDHs
Amex Blue Cash Preferred: https://bit.ly/3gLDnk3
Wells Fargo Bilt Card: https://creditcards.wellsfargo.com/bi...
Chase Business Ink Premier: https://bit.ly/3gyY56r

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A total international fund will include some exposure to emerging markets. The question we cover in this video is whether we should seek additional exposure through an emerging market ETF or mutual fund.

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Today I'll discuss how I pick individual companies to invest in, and the downsides of stock ownership. Then I'll answer your questions.


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We'll begin by talking about a simple method to test various retirement scenarios. Then I'll answer your questions.

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Living off dividends in retirement can be a very safe approach to retirement spending. But it has nothing to do with the dividend. Here's why.

In addition to what's in the video, living off of dividends may not keep up with inflation. That's particularly true with higher yielding investments.

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Today we talk about two words that can help us accomplish the impossible. Then I answer your questions.

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Today we'll start by comparing brokered CDs with Bank CDs. I'll then do a review of a viewer's portfolio. Then we'll turn to your questions.

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In today's video we answer a viewer's question about retirement portfolios. Specifically, does it make sense to have a 100% bond portfolio in retirement?

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