In this month's mailbag, Jason and Jeff tackle a wide array of listener questions, ranging from the tax efficiency of holding dividend stocks in taxable accounts to the potential risks of the NASDAQ fast-tracking private giants like SpaceX into its indexes. They also weigh in on newlyweds combining finances and choosing between brokerages like Schwab and Fidelity. Finally, the duo breaks down Walker & Dunlop's recent post-earnings stock drop and debates where to safely park your cash after hitting a major savings goal.
03:14 Taxable Dividend Strategy
11:54 Nasdaq Index Rule Changes
20:27 Dividend Bucket Rethink
25:57 Dividend Growth Compounding
26:38 Mastercard Low-Yield Lesson
27:42 Instagram Mailbag Setup
28:50 Consolidating Brokerage Accounts
31:47 Schwab Versus Fidelity
34:22 Combining Finances After Marriage
35:45 Money Talks and Guardrails
40:12 Walker and Dunlop Earnings
42:43 Investing After Saving Goal
45:43 Risk Spectrum and Time Horizon
Companies mentioned: AAPL, BOC, CRM, MA, META, MTH, QQQ, SCHW, WD
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
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