Podcast Episode 12: Investing Part 2: Asset Location, Allocation, and Tax Status

I just released Episode 12 of the Teaching You To Fisch podcast. This episode looks at three important investing decisions you need to make: Asset Location, Allocation and Tax Status. Slides Transcript It's available on Spotify, Apple Podcasts, and YouTube, and I've also embedded it below. As always, feedback is appreciated. https://youtu.be/MVS-7LNiiY8?si=b7F_-bjgi6iddf4t All episodes available … Continue reading Podcast Episode 12: Investing Part 2: Asset Location, Allocation, and Tax Status →

Transcript: Investing Vocabulary

I've been highlighting some spreadsheets from my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) because I know that many people won't watch the podcasts but might be interested in the spreadsheets. Today I'm highlighting the transcript for Episode 11: Investing Part 1: Vocabulary. This is because, as I stated in the … Continue reading Transcript: Investing Vocabulary →

Colorado PERA Board Elections: Please Vote

Most of you who are receiving this are members of Colorado PERA, either in the active school division or in the retiree school division. Both divisions have Board of Trustee seats up for election this month and I want to encourage everyone to vote. You can vote now by logging into your PERA account online … Continue reading Colorado PERA Board Elections: Please Vote →