Podcast Episodes
Back to SearchEpisode 536: Getting That Cash Invested, A Tribute To St. Dolly, And A Variable Withdrawal Strategy Calculator
Season 7 Episode 536
In this episode we answer emails from Geraldo, Mark, and Zack. We revel again in their generosity, talk through reinvesting a big cash balance, sett…
3 hours ago
Episode 535: Celebrating Your Generosity (From A BOAT!), Some US Treasury Wrath Of God Type Stuff, Accumulation Basics, And Portfolio Reviews As Of August 28, 2026
Season 7 Episode 535
In this episode we answer emails from Pete, Mark, and Jack. We thank our generous donors and share the preliminary results of the Top of the T-Shirt…
3 days, 14 hours ago
Episode 534: An RPC Free Portfolio Organizer, Assorted Asset Questions, And How Risk-Parity Style Portfolios Alleviate Concerns About "High Market Valuations" By Design
Season 7 Episode 534
In this episode we answer emails from Kelly and Jose (Joe). We discuss simple spreadsheet applications for organizing portfolios, review a planned r…
2 weeks ago
Episode 533: Learning Some Things From Wes Gray, A Long-Term Correlation Matrix, A Listener's New Financial Practice, And Portfolio Reviews As Of August 14, 2026
Season 7 Episode 533
In this episode we answer emails from Optimus Bill, Mark, and Drew. We discuss a paper about value factor investing from Wes Gray, Section 351 excha…
2 weeks, 3 days ago
Episode 532: SBLOCs Vs. Margin Accounts, Jumping The Shark, And A Variable Withdrawal Strategy
Season 7 Episode 532
In this episode we answer emails from Optimus Bill, Pete, and Andy. We discuss SBLOCs vs margin accounts for liquidity in retirement, what "jumping …
3 weeks ago
Episode 531: Expressing Our Heartfelt Gratitude, Working With Asset Choice Constraints, And Portfolio Reviews As Of August 7, 2026
Season 7 Episode 531
In this episode we respond to emails from Thirsty Horse, Joanne, Matt and Alan. We share our gratitude for our listeners and reflect on how a listen…
3 weeks, 3 days ago
Episode 530: Choosing Levered Funds (Gambling Problems!), Balancing Portfolio Goals And Trade-offs, And Fun With A ChatGPT Analysis
Season 7 Episode 530
In this episode we answer emails from Eli, Optimus Bill, and James. We discuss variations in fund approaches for adding leverage, when fees are more…
4 weeks ago
Episode 529: Handling Retirement Drawdowns, An RPR Portfolio With Large Cap Momentum, Investing In Your Health, And Portfolio Reviews As Of July 31, 2026
Season 7 Episode 529
In this episode we answer emails from Luc, (from Quebec!), Nick, and Isaiah. We discuss surviving ugly drawdowns and bad decades, building a risk pa…
1 month ago
Episode 528: Our Annual Portfolio Rebalancings, Implementing A Sample Reverse Glide Path, And Thanking Our Listeners For Their Kindness And Generosity
Season 6 Episode 528
We close season six by walking through our annual July rebalancings of the first four sample risk parity style portfolios and talking about their rai…
1 month ago
Episode 527: Test Portfolios, Incorporating A Forced Cash Build-Up, Assets For Inflation, And An Update On Mom
Season 6 Episode 527
In this episode we answer emails from The Nameless One, Jebenizer, and C.M. We discuss practice drawdown portfolios, an unusual deferred pension cash…
1 month, 1 week ago