Episode 2001 begins a new millennium of money questions—with Don sorting out the numbering before tackling inherited IRAs, CD ladders, Roth conversions, workplace retirement plans, Warren Buffett’s famously simple portfolio advice, and capital-gains harvesting for children.

The common thread is simplicity with enough diversification and tax planning to avoid expensive surprises.

01:07 Welcome to Episode 2001
04:27 Simplifying inherited IRAs
09:13 Building an automatic CD ladder
11:46 Roth conversions, legacy, and charity
16:07 Reviewing a LifePath 2045 portfolio
18:18 Is Buffett’s 90/10 portfolio too simple?
23:14 Capital-gains harvesting for children
26:40 Wrap-up
27:55 Disclosures

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