Episode 132: Oh Mandy! Let's Talk About Taxes In Transition, Portfolio Analysis, Preferred Shares And Setting Withdrawal Rates!

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:...

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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com.  RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor.  The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.