Jul 26, 2022
Today, Jeremy Schneider unveils his Ultimate Investing Checklist.
In fact, you can use this 7-step checklist to measure your current investing strategy.
You can also use it to:
- Optimize your tax bill
- Maximize your risk-adjusted returns
- Eliminate costly mistakes
If you want to learn how to cut through the nonsense +...
Jul 19, 2022
Today we're talking about the best way to invest for kids + grandkids.
In fact, guest host Jeremy Schneider says this is one of the most frequent topics he gets asked about!
So, to help our listeners, he explores three BIG things:
- How to decide if you should invest for your kids...at all
- The top four (4) investing...
Jul 12, 2022
Today we’re talking about I Bonds!
Specifically, guest host Jeremy Schneider is discussing:
- What exactly I Bonds are
- How I Bonds work
- Where they belong in a retirement savers portfolio
If you want to learn about this unique + (virtually) risk-free investment that's paying 9%+, you're going to love...
Jul 5, 2022
Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they're causing).
Specifically, he's sharing:
- What happened at Vanguard to trigger this giant tax issue
- Why this occurred in the first place
- What to do when it happens again
He's also answering two (2) BIG questions from...