Three Index Fund Portfolio in 2023

by | Jan 14, 2023 | Roth IRA | 7 comments




Are you ready to master your money and achieve financial freedom? Well, you have come to the right place. Moki Finance is all about maximizing our investment dollars so that they can go further. I have made it my life’s mission to educate people about money because true freedom comes with financial freedom.

*Disclaimer*
I am not a licensed financial advisor or planner. The recommendations I give are solely for educational purposes only. Please consider your personal objectives before investing. All investments require risk and potential loss of capital. Past performance is not a guarantee of future results. Remember, “there is no such thing as a free lunch.”

Vanguard recommendation
60% VTSAX
20%VTIAX
20% VSIAX
Note: This is my equity recommendation, add VBTLX per your determined asset allocation

Fidelity recommendations
60% FSKAX
20% FTIHX
20% FISVX
Note: This is my equity recommendation, add FXNAX per your determined asset allocation

THE MOKI FINANCE PODCAST

THE MOKI FINANCE STORE

CONTACT ME
► mokifinance@gmail.com

The topics I cover: Investing, personal finance, money management, index funds, retirement, debt, debt repayment, credit cards, mutual funds, ETFs, Fidelity, Vanguard, John Bogle, Jack Bogle, Bogleheads, stock market, stock market investing, financial freedom, financial independence, stocks, bonds, cryptocurrencies, cash, international funds, small caps, small-cap value funds, VTSAX, VFIAX, VTIAX, VSIAX, VBTLX, FSKAX, FXAIX, FTIHX, FISVX…(read more)


LEARN MORE ABOUT: IRA Accounts

TRANSFER IRA TO GOLD: Gold IRA Account

TRANSFER IRA TO SILVER: Silver IRA Account

REVEALED: Best Gold Backed IRA


See also  Avoid These 13 Mistakes in Your Roth IRA
Gold IRA Advantages for Baby Boomers Nearing Retirement
You May Also Like

This is the first of my monthly Roth IRA updates. If you have any questions about Roth IRA or what...

7 Comments

  1. bato G

    Could you do a deeper dive into HSA when you start contributing to yours and your wife’s?
    Thank you for your wisdom! God bless you!

  2. Sri G

    Nice video. Do you do backdoor Roth IRA ? I plan to do mega backdoor Ira..thoughts on both ?

  3. Fred Swartley

    Why don't you move all the money from your traditional IRA to your ROTH IRA? Do you like the immediate tax benefit of the traditional IRA?

  4. Jon

    Looking forward to your updates and the podcasts as well. I also noticed an emerging markets fund in the 401k. Will you be going over that fund?

  5. Grigori Rasputin

    Why did you change your logo colors to Blockbuster colors?

  6. anatli17

    Happy New Year Moki.
    Regardless of it's color – Red or Green, wish you a successfull year.

U.S. National Debt

The current U.S. national debt:
$34,552,930,923,742

Source

ben stein recessions & depressions

Retirement Age Calculator

  Original Size