Episode 132: Oh Mandy! Let's Talk About Taxes In Transition, Portfolio Analysis, Preferred Shares And Setting Withdrawal Rates!

In this Barry-Barry-nice episode, we address an email from "Mandy" about her transition to retirement. We discuss minimizing the taxes with long-term capital gains rates, a proposed NTSX-based portfolio, preferred shares funds and how to think about setting your personal withdrawal rate in a flexible way that matches your actual expenses. Links: NTSX-Based Portfolio Analyses: Backtest Portfolio Asset Allocation (portfoliovisualizer.com) Article re Preferred Shares Funds:...