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Description

Today in episode 19 we return for more details on our boring guide to successful investing. Now that we have an idea on types of funds and asset allocation from part 1, we can take a detailed dive on each investing account and how to simply save more and minimize taxes. Oh boy!

 

Covered in this Episode

 

Investing Strategy Links

Part 1 Original Written Post: The CC Family Investing Strategy, Part 1: Philosophy and Asset Allocation

Part 1 Podcast and Show Notes: EP 16: The Boring Guide to Successful Investing (Part 1)

Part 2 Original Written Post: The CC Family Investing Strategy, Part 2: Where Exactly Is Our Money?

 

Index Funds Discussed

Vanguard’s Total Stock Market Index Fund (VTSAX) details (no affiliation)

Vanguard’s Total Stock Market ETF (VTI) (no affiliation)

Vanguard Total Bond Market Index Fund (VBTLX) (no affiliation)

 

Other Blogs

Millionaire Educator: A Teacher Couple’s Journey to Financial Independence

Insurance: A Tax on People who are Bad at Math? (Mr. Money Mustache)

Tax-Efficient Fund Placement (Bogleheads Wiki)

Roth IRA Resource (Kiplinger)

Backdoor Roth IRA 2022: A Step-by-Step Guide with Vanguard (Physician on FIRE)

 

Other Relevant Clipping Chains Posts

The Bold and Beautiful Roth Conversion Ladder

But I Don’t Want to Be Frugal

Expense Ratio & Fees: They’ll Hose You Big Time

Your Questions Answered: Volume Two (Brokerage Account info)

Your 2021 Guide to Actually Saving Real Money (Brokerage Account info, and much more)

Bitcoin and Other Things You Shouldn’t Own

Value Spending: How to Really Save Money (Pareto’s Principle)