

The Money Guys Gave Us Advice… Here’s What We’re Changing
What did Mindy and Carl Jensen learn from The Money Guys after they reviewed their portfolio? In this recap episode, Mindy and Carl share their biggest takeaways on retirement planning, cash reserves, Roth conversions, tax strategy, and portfolio diversification. They discuss what advice they're putting into action,…

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What people are saying
“Let me get this straight.....you have like ~20 years of healthy life left, have 10 million dollars, and your focus is on how to minimize taxes, while ignoring your massively concentrated portfolio risk? Make this make sense. Why don't you p…”
“Here's the thing. If you had more cash, you would feel and act more rich, which you need! What is the money for? Having it spendable, without having to think about tax problems due to selling, etc, then it will help you get past some of you…”
“I’d love an episode where y’all talk zero about mechanics and taxes and instead talk about how you going to spend your money - what’s your plan, dreams, goals, your rich life as ramit says. What’s the money for?”
“This feels super tone deaf because you guys are an example of having no real financial plan, but Mindy is constantly giving advice that contradicts what they have done their entire life. This is like finding out Ramit actually stays at Mote…”
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