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In this special episode, I talk about why the popular 60/40 portfolio mix failed in 2022, what ETF strategies worked, what didn't, and what to expect in 2023. I also explain why the just-passed $1.7 trillion Consolidated Appropriations Act of 2023 is contributing not just to runaway U.S. government debt, but dramatically higher future tax rates.
Moving your money into your tax-free bucket is essential to protect your wealth not just now, but in the coming years. I also provide an update on why investing with a margin of safety is crucial, how to do it, and I declare a big announcement about 2023 retirement planning webinars, plus another new original series from ETFguide TV.
00:16:12
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