Podcast Episodes
Back to SearchEpisode 523: Funding A Family Gap Year Without Derailing FI, A Cowbell History, And Assorted AUM Advisor Follies And Conflicts
Season 6 Episode 523
In this episode we answer emails from Sarah, Tyler and Luc. We Sarah's detailed plan to take a one to two year family gap year, travel, and unpack t…
8 hours ago
Episode 522: Intermediate Accumulation Decisions, The Follies Of Errant Fund Substitutions And Holding Too Much Cash, And Portfolio Reviews As Of June 26, 2026
Season 6 Episode 522
In this episode we answer emails from Tim, Avid Listener, and Aaron. We discuss bond allocation in an intermediate accumulation Golden Butterfly sty…
3 days, 13 hours ago
Episode 521: To Bridge Or Not To Bridge, The Follies Of Fund Picking, And Adjusting Risk Parity Styles Along The Efficient Frontier
Season 6 Episode 521
In this episode we answer emails from Michael, Raphy, and Roman. We discuss using a short-term SPIA as a bridge before Social Security and why it pr…
1 week ago
Episode 520: Lies, D%&* Lies, And Insurance Marketing Of Perpetual Motion Machines, Tim And Gwen's Musical Tastes, And Portfolio Reviews As Of June 19, 2026
Season 6 Episode 520
In this episode we answer emails from Wilson, Tim, and John. We discuss why life insurance products are not magical perpetual motion machines that m…
1 week, 3 days ago
Episode 519: Quitting The Job Without Quitting The Plan, Portfolio And Tax Consideration, And Gambling With Uncle Rico (ChatGPT)
Season 6 Episode 519
In this episode we answer emails from Peter, Alejandro, and Anderson. We discuss retiring early and related family, work and community consideration…
2 weeks ago
Episode 518: Top Of The T-Shirt Campaign (Part Deux!) Kick-Off, Fun With Assorted Listener Allocations And Crystal Balls, And Portfolio Reviews As Of June 12, 2026
Season 6 Episode 518
In this episode we first kick off the Top of the T-Shirt Campaign Part Deux (!) for the Father McKenna Center and explain why matching funds, donated…
2 weeks, 3 days ago
Episode 517: A FIRE Portfolio Reality Check, Diversification Perceptions And Misperceptions, And STRIPS
Season 6 Episode 517
In episode we answer emails from Nick, Patrick and Aaron. We discuss matching goals with portfolios for an early FI person, review an Early Retireme…
3 weeks ago
Episode 516: Using RPR To Build Friendships, Worldwide Gold Market Realities, And Portfolio Reviews As Of June 5, 2026
Season 6 Episode 516
In this episode we answer emails from Optimus Bill, Arun, and Aaron. We discuss why we do this show, how to build real friendships as an adult, and …
3 weeks, 4 days ago
Episode 515: Practical Continuity Considerations For Your Family And Why Popular Fear-Based Hoarding Plans Are Highly Undesirable
Season 6 Episode 515
In this episode we answer emails from Mark and Eric. We discuss managing finances through aging, dementia, and what happens when the family’s primar…
4 weeks ago
Episode 514: FI-lanthropy Friendly Portfolios, Solving A Transition Quandary, Golden Bow Ties, And Portfolio Reviews As Of May 29, 2026
Season 6 Episode 514
In this jam-packed crushed-fresh stone-solid hour-busting episode we do a trifecta response to one most excellent email from Rebecca. We discuss por…
1 month ago