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 →

Spreadsheet: Credit Card Rewards

Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Credit Card Rewards →