Episode Details

What did Mindy and Carl Jensen learn from The Money Guys after they reviewed their portfolio? In this recap episode, Mindy and Carl share their biggest takeaways on retirement planning, cash reserves, Roth conversions, tax strategy, and portfolio diversification. They discuss what advice they're putting into action, what they're still debating, and how these lessons could help anyone pursuing financial independence and long-term wealth.

To go beyond the podcast:

• Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/
• Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney 
• Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney

We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order!

Learn more about your ad choices. Visit megaphone.fm/adchoices