Welcome back to another edition of Five Question Friday. For this FQF, we cover the following five questions:
1. Should we wait to invest until stock valuations come down?
2. Does it matter if we pay the tax on a Roth conversion from a taxable account?
3. Are dividend stock ETFs a reasonable alternative to bonds?
4. Why is the 3 bucket portfolio so popular?
5. Should are planned spending in retirement be based on a percentage of our pre-retirement income?
0:00 - Intro
0:26 - Should we wait to invest until stock valuations come down?
6:33 - Does it matter if we pay the tax on a Roth conversion from a taxable account?
11:50 - Are dividend stock ETFs a reasonable alternative to bonds?
16:46 - Why is the 3 bucket portfolio so popular?
21:31 - Should planned spending in retirement be based on a percentage of our pre-retirement income?
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ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
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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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