Podcast Episodes
Back to SearchEpisode 509: Navigating Financial Advisor Business Models, Intermediate Portfolios, Monthly Withdrawal Mechanics, Bitcoin Follies, And Another Thank You From Fairfax CASA
Season 6 Episode 509
In this episode we answer emails from Milo, Scott, and Joel. We discuss bad advisor incentives and how to classify them by their business models, id…
4 hours ago
Episode 508: Allocations To Help You Sleep Better At Night, The Three H's Of Retirement Spending, Bond Ladder Follies, And Portfolio Reviews As Of May 8, 2026
Season 6 Episode 508
In this episode we answer emails from Michael, Jim, and Optimus Bill. We start with a 67-year-old investor who is all-in on equities and cannot slee…
4 days, 3 hours ago
Episode 507: Celebrating Your Generosity With Queen Mary, Estimating Health Care Insurance Costs, Index Funds, Assorted Milkshakes, and Surviving Stagflation
Season 6 Episode 507
In this episode we answer emails from Zach, Brian, Holly and Optimus Bill. We discuss a way to estimate retirement health care costs using current d…
1 week ago
Episode 506: Somebody's Drinking Mommy's Milkshake, Tax Considerations In Retirement, Ditching The TSP, And Portfolio Reviews As Of May 1, 2026
Season 6 Episode 506
In this episode we answer emails from Kyle, Tim, and Tim. We discuss dealing with a recalcitrant parent who won’t talk about the straw in their milk…
1 week, 4 days ago
Episode 505: Driving Ms. Mamie, The Why Of Risk Parity Radio And Becoming A 1%-er, And Some Portfolio And Calculation Musings
Season 6 Episode 505
In this episode we answer emails from Thirsty Horse, Mark, and Mike. We discuss a wise friend and lessons on clarity, happiness, and preparing for t…
2 weeks ago
Episode 504: Fun With Bond Funds, Why Unnecessary Income Sucks, Social Security And Four Quadrant Musings, A CAGE Match, And Portfolio Reviews As Of April 24, 2026
Season 6 Episode 504
In this episode we answer emails from Jose, Optimus Bill, and Steve. We discuss bonds, retirement taxes, valuing Social Security and when to take it…
2 weeks, 4 days ago
Episode 503: Our Inspiring And Generous Listeners, Tweaking The Golden Ratio, And A Few Fund Questions
Season 6 Episode 503
In this episode we answer emails from Andrew, Geoff, and Frank. We discuss connecting risk parity investing to a bigger question: how to build a dra…
3 weeks ago
Episode 502: Spending More And Living More In Retirement, More On The Four Quadrant Model, Celebrating Our Listeners And Friends, And Portfolio Reviews As Of April 17, 2026
Season 6 Episode 502
In this episode we answer emails from Matt, Michael, Stephen and Al. We discuss expanding the spending muscle in retirement, the generosity of our l…
3 weeks, 4 days ago
Episode 501: Talking CASA, Dealing With Shiny Object ETFs, Musings About TDFs, And Transitions From Cash
Season 6 Episode 501
In this episode we answer emails from Dustin, Optimus Bill, Vaibhav, and Morrie. We discuss how to vet a new "shiny object" ETF, why trying to "fix"…
4 weeks ago
Episode 500: A Non-Profit Portfolio, Some Retro Ranting on TIPS, Parsing Withdrawal Methods, And Portfolio Reviews As Of April 10, 2026
Season 6 Episode 500
In this episode we answer emails from Ronald, George, Jeff. We celebrate episode 500 by sharing a few “Easter egg” resources, then jump into listene…
1 month ago