Episode 380: Missing Links, Efficient Transitioning In Taxable Accounts And Incorporating Global Exposures

In this episode we answer emails from Melissa, Neil, Mark and Mike. We discuss a missing link from Episode 7 and a substitute for it, the podcast distribution, moving from an accumulation portfolio in a taxable account to a retirement portfolio efficiently, and considerations when incorporating international (non-U.S.) funds. Links: Three Ingredients Article: Three Secret Ingredients of the Most Efficient Portfolios – Portfolio Charts Merriman ETF Recommendations: Best-i...