Episode 544: Buen Camino, Donor-Advised Funds, Auto-Callable Shiny Objects, And Bonds vs. Bond Funds
Episode S7 · Ep 544 41 min 40s

Episode 544: Buen Camino, Donor-Advised Funds, Auto-Callable Shiny Objects, And Bonds vs. Bond Funds

In this episode we answer emails from Geraldo, Robin, Roy, and Daniel. We catch up on where we've been and our Camino and the Walk For McKenna, and then shift into discussions of donor-advised funds for charitable giving, a new-fangled auto-callable “income” ETF (a/k/a another "shiny object" -- also check out Episode 504), and review a retirement portfolio and a proposal to shift from a bond fund to individual long term treasury bonds. Links: Daffy CEO Interview: A Donor-Advised...

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