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Video Resources & Timestamps
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0:00 – Welcome
0:50 – Vanguard TDFs in taxable accounts (big tax surprise!)
6:45 – Why some Vanguard taxable account investors got a big tax bill
7:00 – Investor vs. Institutional Shares
11:20 – Question Time!
11:30 – Living off VTSAX in retirement (in a state with no income tax)
13:16 – Covered-call ETFs, like QYLD
18:15 – QYLD vs just buying the NASDAQ 100 (QQQ)
22:14 – Tilt 401(k) more towards US equities (37.5% in Ex.US)?
26:16 – Rob’s International portfolio percentage (30%)
28:57 – NFL Divisional weekend
29:57 – Pralana Retirement Calculator
31:36 – Robo-Advisor Withdrawal strategies in retirement (Betterment)
35:30 – Rob’s new decibel meter (a ‘gift’ from his wife)
36:09 – Getting a Roth “fat as a tick” and various asset allocation strategies
37:31 – Thoughts on “The Little Book That Still Beats the Market” (book)
39:15 – ETF liquidity in market sell-offs (vs. mutual funds)
41:26 – Protecting against down-side; the cost of Options
43:28 – Fed action on inflation and recession concern
46:02 – Self-insuring for long-term care through investments
49:00 – Transferring mutual funds to ETFs (tax implications)
50:07 – Vanguard TOO focused on cutting costs?
50:57 – Alternative Minimum Tax (AMT) (exercising stock options)
51:50 – HolistiPlan (tax planning software)
54:18 – Dividends and capital gains as income are tax free to what point?
56:07 – How does M1 Finance make money, will it survive?
59:02 – Preferable distribution frequency–tax implications
1:01:54 – Thoughts on Employee Stock Purchase Programs
1:03:08 – QYLD and covered calls revisited
1:03:52 – Roth Rollover question
1:05:59 – Couple issues with Capitalize rollover process (they were very helpful)
1:07:24 – Inflation concerns: move cash into physical gold or silver?
1:10:10 – Stock option tax implications
1:10:51 – What is Cost Basis?
1:13:38 – Good fund for Large Cap Value? (SCHD vs. VTV)
1:19:20 – Has Vanguard tax issue happened with other companies?
1:19:36 – Alibaba as long-term value stock?
1:22:12 – Vesting UNH options, keep or invest in a mutual fund?
1:25:31 – Mutual fund vs (equivalent) ETF
1:27:37 – How to invest $15K over the next 30 years?
1:30:30 – Presidential biographies
1:32:47 – Blitzing and leaving Kupp in single coverage!?
1:33:06 – Thoughts “Stock Traders Almanac 2022”
1:35:01 – What to pay an Advisor? 50 basis points or less
1:37:02 – The “HedgeFundie” strategy
1:38:19 – Vanguard Wellington fund
1:41:57 – Best bond fund for taxable account (VTEB?)
1:43:42 – Own a number of Fidelity funds, which to drop?
1:52:20 – Is Rob self-taught?
1:53:43 – Wheel strategy with SPY good retirement income strategy?
1:56:10 – Bond funds for taxable account (when to buy?)
1:56:57 – Capitalize breakout form
1:57:27 – Foreign stock ownership, in China
1:57:49 – Modeling changing stock/bond allocation over time (100: 65/35)
1:58:38 – Selling Apple to buy Home Depot
1:59:45 – Volatility
2:00:26 – QQQ vs QQM
2:02:49 – Best way to sell a Vanguard TDF in a taxable account
2:06:35 – Wrap up
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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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