We are tackling your questions again today. First we answer a few questions about trusts. We cover topics like revocable trusts and probate. We talk about direct indexing and what exactly that means and if it is worth doing. We discuss high yield savings accounts and CDs and bonds. We close out the episode with Dr. Dahle sharing how his views and ventures in real estate have changed over the years.
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00:00 WCI Podcast #376 04:00 Retirement Accounts & Revocable Trusts 09:01 Step-Up in Basis at Death 15:35 Reasonable Real Return % 19:01 Direct Indexing 29:59 What To Do With Extra Money 36:17 Bonds Ladders vs. CDs vs. HYSA 40:37 Jim's (Hypothetical) Real Estate Empire
