Episode 510: Charitable Giving, Transitioning From A Single Stock Collection, Using Margin At Interactive Brokers, An Inflation Study, And Portfolio Reviews As Of May 15, 2026
In this episode we answer emails from Geraldo, Rock, Ute. We discuss how to give well, shifting from big-name school donations to smaller charities with immediate impact, moving from individual stocks to a Golden Butterfly style portfolio with less stress, treating Roth conversions as optional and highly personal rather than automatic, using a conservative Interactive Brokers margin loan as a temporary cash buffer, lowering margin-call risk with diversification and alternatives, and pre...
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