00:00 - Introduction
01:14 - Why ETFs are more tax-efficient than mutual funds
05:59 - Pros and cons of having retirement savings in Roth, Traditional IRA, or taxable accounts
11:07 - How the 4% rule applies to different account types
13:40 - Potential 2026 tax changes and their impact on financial planning
22:04 - Strategies for investing in AI and new technologies
28:58 - Considerations for the current housing market: buying, selling, and renting
35:53 - The myth of renting as "burning money"
37:57 - Direct indexing vs. ETFs: benefits, drawbacks, and tax implications
51:01 - The importance of portfolio customization and adherence to investment plans
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